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LRSTX vs VSIIX
LRSTX vs VSIIX Comparison
Open Charts LRSTX vs VSIIX
Lord Abbett Small Cap Value R5
Price$22.63
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
LRSTX vs VSIIX Comparison Chart
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LRSTX vs. VSIIX commentary
Sep 20, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LRSTX (403M). 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). VSIIX (21.77) and LRSTX (21.02) have marching annual gain over last year. VSIIX return over 5 years is better than : 55.85 vs. LRSTX (7.69).
| 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 | 10.634 | 10.459 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 57.3B | 1% |
| Annual Yield % from dividends | 0.25 | 2.02 | 12% |
| Returns for 1 year | 21.02 | 21.77 | 97% |
| Returns for 3 years | 3.65 | 17.80 | 21% |
| Returns for 5 years | 7.69 | 55.85 | 14% |
| Returns for 10 years | N/A | 102.79 | - |
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VS
VS
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