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LRSVX vs VISVX
LRSVX vs VISVX Comparison
Open Charts LRSVX vs VISVX
Lord Abbett Small Cap Value R6
Price$21.21
Change-$0.87 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LRSVX vs VISVX Comparison Chart
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LRSVX vs. VISVX commentary
Dec 19, 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 LRSVX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. LRSVX (429M). VISVX pays higher dividends than LRSVX: VISVX (1.90) vs LRSVX (0.26). LRSVX was incepted earlier than VISVX: LRSVX (9 years) vs VISVX (27 years). LRSVX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). LRSVX has a lower initial minimum investment than VISVX: LRSVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. LRSVX (11.36). VISVX return over 5 years is better than : 52.67 vs. LRSVX (16.09).
| LRSVX | VISVX | LRSVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 9.456 | 14.945 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.26 | 1.90 | 14% |
| Returns for 1 year | 11.36 | 16.18 | 70% |
| Returns for 3 years | 11.25 | 20.58 | 55% |
| Returns for 5 years | 16.09 | 52.67 | 31% |
| Returns for 10 years | N/A | 105.07 | - |
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