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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$20.99
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
LRSTX vs VSIAX Comparison Chart
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LRSTX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LRSTX (429M). VSIAX pays higher dividends than LRSTX: VSIAX (2.01) vs LRSTX (0.25). LRSTX was incepted earlier than VSIAX: LRSTX (9 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 : 16.23 vs. LRSTX (11.20). VSIAX return over 5 years is better than : 52.83 vs. LRSTX (15.45).
| LRSTX | VSIAX | LRSTX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.291 | 15.031 | 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 | 2.01 | 12% |
| Returns for 1 year | 11.20 | 16.23 | 69% |
| Returns for 3 years | 10.89 | 20.67 | 53% |
| Returns for 5 years | 15.45 | 52.83 | 29% |
| Returns for 10 years | N/A | 105.65 | - |
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