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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$18.62
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets342.5M
Vanguard Small Cap Value Index Admiral
Price$79.75
Change+$1.27 (+1.62%)
VolumeN/A
Net Assets51.69B
LRSTX vs VSIAX Comparison Chart
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LRSTX vs. VSIAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. LRSTX (343M). VSIAX pays higher dividends than LRSTX: VSIAX (2.34) vs LRSTX (0.22). 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 : -1.42 vs. LRSTX (-10.76). VSIAX return over 5 years is better than : 85.43 vs. LRSTX (37.95).
| 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 | -11.857 | -7.703 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 343M | 51.7B | 1% |
| Annual Yield % from dividends | 0.22 | 2.34 | 10% |
| Returns for 1 year | -10.76 | -1.42 | 756% |
| Returns for 3 years | 3.47 | 16.06 | 22% |
| Returns for 5 years | 37.95 | 85.43 | 44% |
| Returns for 10 years | N/A | 75.85 | - |
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