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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$17.40
Change+$0.19 (+1.10%)
VolumeN/A
Net Assets316.52M
Vanguard Small Cap Value Index Admiral
Price$74.43
Change+$0.73 (+0.99%)
VolumeN/A
Net Assets53.62B
LRSTX vs VSIAX Comparison Chart
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LRSTX vs. VSIAX commentary
Apr 18, 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: 53.6B vs. LRSTX (317M). VSIAX pays higher dividends than LRSTX: VSIAX (2.27) vs LRSTX (0.22). LRSTX was incepted earlier than VSIAX: LRSTX (10 years) vs VSIAX (14 years). LRSTX (0.94) 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 : -2.89 vs. LRSTX (-12.79). VSIAX return over 5 years is better than : 84.34 vs. LRSTX (38.79).
| LRSTX | VSIAX | LRSTX / VSIAX | |
| Total Expense Ratio | 0.94 | 0.07 | 1,343% |
| Annual Report Gross Expense Ratio | 0.94 | 0.07 | 1,343% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -18.048 | -13.325 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 53.6B | 1% |
| Annual Yield % from dividends | 0.22 | 2.27 | 10% |
| Returns for 1 year | -12.79 | -2.89 | 442% |
| Returns for 3 years | -8.85 | 0.41 | -2,168% |
| Returns for 5 years | 38.79 | 84.34 | 46% |
| Returns for 10 years | N/A | 63.43 | - |
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