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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets342.5M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
LRSTX vs VISVX Comparison Chart
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LRSTX vs. VISVX commentary
May 09, 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: 51.7B vs. LRSTX (343M). VISVX pays higher dividends than LRSTX: VISVX (2.21) 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 : -1.45 vs. LRSTX (-10.76). VISVX return over 5 years is better than : 85.28 vs. LRSTX (37.95).
| 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 | -11.857 | -7.723 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 51.7B | 1% |
| Annual Yield % from dividends | 0.22 | 2.21 | 10% |
| Returns for 1 year | -10.76 | -1.45 | 743% |
| Returns for 3 years | 3.47 | 15.99 | 22% |
| Returns for 5 years | 37.95 | 85.28 | 44% |
| Returns for 10 years | N/A | 75.47 | - |
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