Ad is loading...
Ad is loading...
LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$23.62
Change-$0.20 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LRSTX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSTX vs. VSIAX commentary
Nov 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LRSTX (422M). 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). LRSTX annual gain was more profitable for investors over the last year : 32.02 vs. VSIAX (28.76). VSIAX return over 5 years is better than : 57.44 vs. LRSTX (11.78).
| 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 | 17.923 | 15.498 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.25 | 2.01 | 12% |
| Returns for 1 year | 32.02 | 28.76 | 111% |
| Returns for 3 years | -1.72 | 13.29 | -13% |
| Returns for 5 years | 11.78 | 57.44 | 21% |
| Returns for 10 years | N/A | 108.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers