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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$21.42
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets403.54M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
LRSTX vs VSIAX Comparison Chart
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LRSTX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LRSTX (404M). VSIAX pays higher dividends than LRSTX: VSIAX (2.01) vs LRSTX (0.25). LRSTX was incepted earlier than VSIAX: LRSTX (10 years) vs VSIAX (13 years). LRSTX is a more actively managed with annual turnover of: 34.00 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 : 18.49 vs. LRSTX (11.13). VSIAX return over 5 years is better than : 50.37 vs. LRSTX (12.36).
| LRSTX | VSIAX | LRSTX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.000 | 3.217 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 58.3B | 1% |
| Annual Yield % from dividends | 0.25 | 2.01 | 12% |
| Returns for 1 year | 11.13 | 18.49 | 60% |
| Returns for 3 years | 4.40 | 17.05 | 26% |
| Returns for 5 years | 12.36 | 50.37 | 25% |
| Returns for 10 years | N/A | 109.60 | - |
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