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LRSTX vs VSIIX
LRSTX vs VSIIX Comparison
Open Charts LRSTX vs VSIIX
Lord Abbett Small Cap Value R5
Price$23.62
Change-$0.20 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LRSTX vs VSIIX Comparison Chart
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VS
VS
LRSTX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LRSTX (422M). VSIIX pays higher dividends than LRSTX: VSIIX (2.02) vs LRSTX (0.25). LRSTX was incepted earlier than VSIIX: LRSTX (9 years) vs VSIIX (25 years). LRSTX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSTX has a lower initial minimum investment than VSIIX: LRSTX (0) vs VSIIX (5000000). LRSTX annual gain was more profitable for investors over the last year : 32.02 vs. VSIIX (28.76). VSIIX return over 5 years is better than : 57.48 vs. LRSTX (11.78).
| LRSTX | VSIIX | LRSTX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 17.923 | 15.492 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.25 | 2.02 | 12% |
| Returns for 1 year | 32.02 | 28.76 | 111% |
| Returns for 3 years | -1.72 | 13.30 | -13% |
| Returns for 5 years | 11.78 | 57.48 | 20% |
| Returns for 10 years | N/A | 108.84 | - |
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