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LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$17.66
Change-$0.15 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LRSSX vs VSIIX Comparison Chart
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VS
VS
LRSSX vs. VSIIX commentary
Nov 18, 2024
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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LRSSX (422M). VSIIX pays higher dividends than LRSSX: VSIIX (2.02) vs LRSSX (0.12). LRSSX was incepted earlier than VSIIX: LRSSX (9 years) vs VSIIX (25 years). LRSSX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSSX has a lower initial minimum investment than VSIIX: LRSSX (0) vs VSIIX (5000000). LRSSX annual gain was more profitable for investors over the last year : 31.76 vs. VSIIX (28.76). VSIIX return over 5 years is better than : 57.48 vs. LRSSX (1.54).
| LRSSX | VSIIX | LRSSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 17.655 | 15.492 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.12 | 2.02 | 6% |
| Returns for 1 year | 31.76 | 28.76 | 110% |
| Returns for 3 years | -7.02 | 13.30 | -53% |
| Returns for 5 years | 1.54 | 57.48 | 3% |
| Returns for 10 years | N/A | 108.84 | - |
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