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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$19.45
Change+$0.26 (+1.35%)
VolumeN/A
Net Assets354.71M
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
LRSTX vs VISVX Comparison Chart
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LRSTX vs. VISVX commentary
Jun 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 LRSTX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LRSTX (355M). VISVX pays higher dividends than LRSTX: VISVX (2.11) vs LRSTX (0.22). LRSTX was incepted earlier than VISVX: LRSTX (10 years) vs VISVX (27 years). LRSTX (0.96) is less costly to investors than VISVX (0.19). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). LRSTX has a lower initial minimum investment than VISVX: LRSTX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 2.98 vs. LRSTX (-7.97). VISVX return over 5 years is better than : 64.79 vs. LRSTX (21.22).
| LRSTX | VISVX | LRSTX / VISVX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -8.619 | -4.268 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 54B | 1% |
| Annual Yield % from dividends | 0.22 | 2.11 | 10% |
| Returns for 1 year | -7.97 | 2.98 | -267% |
| Returns for 3 years | 3.38 | 12.08 | 28% |
| Returns for 5 years | 21.22 | 64.79 | 33% |
| Returns for 10 years | N/A | 82.39 | - |
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