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LRSVX vs VSIAX
LRSVX vs VSIAX Comparison
Open Charts LRSVX vs VSIAX
Lord Abbett Small Cap Value R6
Price$22.62
Change-$0.23 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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LRSVX vs VSIAX Comparison Chart
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LRSVX vs. VSIAX commentary
Sep 21, 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: 57.3B vs. LRSVX (412M). 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). VSIAX (25.86) and LRSVX (25.39) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.13 vs. LRSVX (9.43).
| 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 | 11.925 | 11.368 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 57.3B | 1% |
| Annual Yield % from dividends | 0.26 | 2.01 | 13% |
| Returns for 1 year | 25.39 | 25.86 | 98% |
| Returns for 3 years | 7.84 | 21.48 | 36% |
| Returns for 5 years | 9.43 | 57.13 | 17% |
| Returns for 10 years | N/A | 109.18 | - |