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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$20.12
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets362.96M
Vanguard Small Cap Value Index Admiral
Price$85.24
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets56.44B
LRSTX vs VSIAX Comparison Chart in %
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LRSTX vs. VSIAX commentary
Aug 10, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. LRSTX (363M). VSIAX pays higher dividends than LRSTX: VSIAX (2.07) vs LRSTX (0.20). LRSTX was incepted earlier than VSIAX: LRSTX (10 years) vs VSIAX (14 years). LRSTX (0.96) is less costly to investors than VSIAX (0.07). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSTX has a lower initial minimum investment than VSIAX: LRSTX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 6.79 vs. LRSTX (-5.81). VSIAX return over 5 years is better than : 74.58 vs. LRSTX (29.35).
| LRSTX | VSIAX | LRSTX / VSIAX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.190 | 0.372 | -1,125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 56.4B | 1% |
| Annual Yield % from dividends | 0.20 | 2.07 | 10% |
| Returns for 1 year | -5.81 | 6.79 | -86% |
| Returns for 3 years | 15.94 | 23.14 | 69% |
| Returns for 5 years | 29.35 | 74.58 | 39% |
| Returns for 10 years | -31.26 | 96.41 | -32% |
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