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LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$14.86
Change-$0.46 (-3.00%)
VolumeN/A
Net Assets378.4M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
LRSSX vs VSIIX Comparison Chart
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LRSSX vs. VSIIX commentary
Feb 23, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. LRSSX (378M). VSIIX pays higher dividends than LRSSX: VSIIX (2.02) vs LRSSX (0.12). LRSSX was incepted earlier than VSIIX: LRSSX (10 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). VSIIX annual gain was more profitable for investors over the last year : 9.99 vs. LRSSX (-1.50). VSIIX return over 5 years is better than : 47.63 vs. LRSSX (-0.06).
| LRSSX | VSIIX | LRSSX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.003 | -0.294 | 1,021% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 60.2B | 1% |
| Annual Yield % from dividends | 0.12 | 2.02 | 6% |
| Returns for 1 year | -1.50 | 9.99 | -15% |
| Returns for 3 years | 1.45 | 17.99 | 8% |
| Returns for 5 years | -0.06 | 47.63 | -0% |
| Returns for 10 years | N/A | 90.58 | - |