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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
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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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).
| LRSTX | VISVX | LRSTX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.291 | 14.945 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.25 | 1.90 | 13% |
| Returns for 1 year | 11.20 | 16.18 | 69% |
| Returns for 3 years | 10.89 | 20.58 | 53% |
| Returns for 5 years | 15.45 | 52.67 | 29% |
| Returns for 10 years | N/A | 105.07 | - |
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