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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$18.94
Change-$0.44 (-2.27%)
VolumeN/A
Net Assets358.37M
Vanguard Small Cap Value Index I
Price$44.93
Change-$0.94 (-2.05%)
VolumeN/A
Net Assets57.63B
LRSTX vs VISVX Comparison Chart
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LRSTX vs. VISVX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. LRSTX (358M). VISVX pays higher dividends than LRSTX: VISVX (1.86) vs LRSTX (0.20). LRSTX was incepted earlier than VISVX: LRSTX (10 years) vs VISVX (27 years). LRSTX (0.94) 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 : 3.50 vs. LRSTX (-6.25). VISVX return over 5 years is better than : 67.32 vs. LRSTX (23.97).
| LRSTX | VISVX | LRSTX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -7.714 | -3.513 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 57.6B | 1% |
| Annual Yield % from dividends | 0.20 | 1.86 | 11% |
| Returns for 1 year | -6.25 | 3.50 | -179% |
| Returns for 3 years | 3.13 | 16.49 | 19% |
| Returns for 5 years | 23.97 | 67.32 | 36% |
| Returns for 10 years | N/A | 89.46 | - |
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