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LRSVX vs VSIAX
LRSVX vs VSIAX Comparison
Open Charts LRSVX vs VSIAX
Lord Abbett Small Cap Value R6
Price$23.85
Change-$0.21 (-0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
LRSVX vs VSIAX Comparison Chart
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LRSVX vs. VSIAX 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 LRSVX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LRSVX (422M). VSIAX pays higher dividends than LRSVX: VSIAX (2.01) vs LRSVX (0.26). LRSVX was incepted earlier than VSIAX: LRSVX (9 years) vs VSIAX (13 years). LRSVX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). LRSVX has a lower initial minimum investment than VSIAX: LRSVX (0) vs VSIAX (3000). LRSVX annual gain was more profitable for investors over the last year : 32.14 vs. VSIAX (28.76). VSIAX return over 5 years is better than : 57.44 vs. LRSVX (12.38).
| LRSVX | VSIAX | LRSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 18.011 | 15.498 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.26 | 2.01 | 13% |
| Returns for 1 year | 32.14 | 28.76 | 112% |
| Returns for 3 years | -1.38 | 13.29 | -10% |
| Returns for 5 years | 12.38 | 57.44 | 22% |
| Returns for 10 years | N/A | 108.79 | - |