LRSTX
Price
$20.99
Change
-$0.86 (-3.94%)
Updated
Dec 18 closing price
VISVX
Price
$47.56
Change
-$1.86 (-3.76%)
Updated
Dec 18 closing price
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LRSTX vs VISVX

Header iconLRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVXBanner chart's image
Lord Abbett Small Cap Value R5
Price$20.99
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LRSTX vs VISVX Comparison Chart
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VS
LRSTX vs. VISVX commentary
Dec 19, 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 LRSTX is a Hold and VISVX is a Hold.

FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. LRSTX (429M). VISVX pays higher dividends than LRSTX: VISVX (1.90) vs LRSTX (0.25). LRSTX was incepted earlier than VISVX: LRSTX (9 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 : 16.18 vs. LRSTX (11.20). VISVX return over 5 years is better than : 52.67 vs. LRSTX (15.45).
LRSTXVISVXLRSTX / VISVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years27 years-
Gain YTD9.29114.94562%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets429M63B1%
Annual Yield % from dividends0.251.9013%
Returns for 1 year11.2016.1869%
Returns for 3 years10.8920.5853%
Returns for 5 years15.4552.6729%
Returns for 10 yearsN/A105.07-
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