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LRSTX vs VSIIX
LRSTX vs VSIIX Comparison
Open Charts LRSTX vs VSIIX
Lord Abbett Small Cap Value R5
Price$20.12
Change+$0.14 (+0.70%)
VolumeN/A
Net Assets362.96M
Vanguard Small Cap Value Index I
Price$47.64
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets56.44B
LRSTX vs VSIIX Comparison Chart in %
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LRSTX vs. VSIIX commentary
Aug 10, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. LRSTX (363M). VSIIX pays higher dividends than LRSTX: VSIIX (2.08) vs LRSTX (0.20). LRSTX was incepted earlier than VSIIX: LRSTX (10 years) vs VSIIX (26 years). LRSTX (0.96) is less costly to investors than VSIIX (0.06). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSTX has a lower initial minimum investment than VSIIX: LRSTX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.78 vs. LRSTX (-5.81). VSIIX return over 5 years is better than : 74.57 vs. LRSTX (29.35).
| LRSTX | VSIIX | LRSTX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -4.190 | 0.354 | -1,182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 56.4B | 1% |
| Annual Yield % from dividends | 0.20 | 2.08 | 10% |
| Returns for 1 year | -5.81 | 6.78 | -86% |
| Returns for 3 years | 15.94 | 23.12 | 69% |
| Returns for 5 years | 29.35 | 74.57 | 39% |
| Returns for 10 years | -31.26 | 96.47 | -32% |
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