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LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$14.82
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets366.09M
Vanguard Small Cap Value Index I
Price$47.78
Change+$0.18 (+0.38%)
VolumeN/A
Net Assets55.61B
LRSSX vs VSIIX Comparison Chart in %
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LRSSX vs. VSIIX commentary
Aug 07, 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: 55.6B vs. LRSSX (366M). VSIIX pays higher dividends than LRSSX: VSIIX (2.08) vs LRSSX (0.03). LRSSX was incepted earlier than VSIIX: LRSSX (10 years) vs VSIIX (26 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 : 9.00 vs. LRSSX (-6.08). VSIIX return over 5 years is better than : 77.61 vs. LRSSX (21.91).
| 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 | 26 years | - |
| Gain YTD | -3.655 | 0.270 | -1,353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 55.6B | 1% |
| Annual Yield % from dividends | 0.03 | 2.08 | 1% |
| Returns for 1 year | -6.08 | 9.00 | -68% |
| Returns for 3 years | 11.40 | 23.21 | 49% |
| Returns for 5 years | 21.91 | 77.61 | 28% |
| Returns for 10 years | -44.45 | 97.46 | -46% |
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