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LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$13.57
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets342.5M
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
LRSSX vs VSIIX Comparison Chart
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LRSSX vs. VSIIX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LRSSX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. LRSSX (343M). VSIIX pays higher dividends than LRSSX: VSIIX (2.35) vs LRSSX (0.03). LRSSX was incepted earlier than VSIIX: LRSSX (10 years) vs VSIIX (25 years). LRSSX (1.21) is less costly to investors than VSIIX (0.06). LRSSX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSSX has a lower initial minimum investment than VSIIX: LRSSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -1.41 vs. LRSSX (-13.15). VSIIX return over 5 years is better than : 85.51 vs. LRSSX (26.61).
| LRSSX | VSIIX | LRSSX / VSIIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -11.815 | -7.703 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 51.7B | 1% |
| Annual Yield % from dividends | 0.03 | 2.35 | 1% |
| Returns for 1 year | -13.15 | -1.41 | 935% |
| Returns for 3 years | 2.74 | 16.07 | 17% |
| Returns for 5 years | 26.61 | 85.51 | 31% |
| Returns for 10 years | N/A | 75.92 | - |
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