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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$21.42
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets403.54M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
LRSTX vs VISVX Comparison Chart
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LRSTX vs. VISVX commentary
Jan 19, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. LRSTX (404M). VISVX pays higher dividends than LRSTX: VISVX (1.90) vs LRSTX (0.25). LRSTX was incepted earlier than VISVX: LRSTX (10 years) vs VISVX (27 years). LRSTX is a more actively managed with annual turnover of: 34.00 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 : 18.46 vs. LRSTX (11.13). VISVX return over 5 years is better than : 50.22 vs. LRSTX (12.36).
| LRSTX | VISVX | LRSTX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 2.000 | 3.197 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 58.3B | 1% |
| Annual Yield % from dividends | 0.25 | 1.90 | 13% |
| Returns for 1 year | 11.13 | 18.46 | 60% |
| Returns for 3 years | 4.40 | 16.97 | 26% |
| Returns for 5 years | 12.36 | 50.22 | 25% |
| Returns for 10 years | N/A | 109.01 | - |
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