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LRSVX vs VSIAX
LRSVX vs VSIAX Comparison
Open Charts LRSVX vs VSIAX
Lord Abbett Small Cap Value R6
Price$18.07
Change-$1.63 (-8.27%)
VolumeN/A
Net Assets358.36M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
LRSVX vs VSIAX Comparison Chart
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LRSVX vs. VSIAX commentary
Apr 04, 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 LRSVX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. LRSVX (358M). VSIAX pays higher dividends than LRSVX: VSIAX (2.27) vs LRSVX (0.21). LRSVX was incepted earlier than VSIAX: LRSVX (10 years) vs VSIAX (14 years). LRSVX (0.88) is less costly to investors than VSIAX (0.07). LRSVX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSVX has a lower initial minimum investment than VSIAX: LRSVX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 1.33 vs. LRSVX (-6.11). VSIAX return over 5 years is better than : 138.18 vs. LRSVX (83.51).
| LRSVX | VSIAX | LRSVX / VSIAX | |
| Total Expense Ratio | 0.88 | 0.07 | 1,257% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -7.207 | -4.128 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 57.6B | 1% |
| Annual Yield % from dividends | 0.21 | 2.27 | 9% |
| Returns for 1 year | -6.11 | 1.33 | -458% |
| Returns for 3 years | 0.71 | 9.17 | 8% |
| Returns for 5 years | 83.51 | 138.18 | 60% |
| Returns for 10 years | N/A | 80.20 | - |
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