Ad is loading...
LRSVX vs VSIAX
LRSVX vs VSIAX Comparison
Open Charts LRSVX vs VSIAX
Lord Abbett Small Cap Value R6
Price$20.61
Change-$0.63 (-2.97%)
VolumeN/A
Net Assets389.83M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
LRSVX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSVX vs. VSIAX commentary
Feb 22, 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: 60.2B vs. LRSVX (390M). VSIAX pays higher dividends than LRSVX: VSIAX (2.01) vs LRSVX (0.26). LRSVX was incepted earlier than VSIAX: LRSVX (10 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 annual gain was more profitable for investors over the last year : 14.21 vs. LRSVX (5.97). VSIAX return over 5 years is better than : 52.27 vs. LRSVX (14.09).
| LRSVX | VSIAX | LRSVX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 0.989 | 2.853 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 60.2B | 1% |
| Annual Yield % from dividends | 0.26 | 2.01 | 13% |
| Returns for 1 year | 5.97 | 14.21 | 42% |
| Returns for 3 years | 9.28 | 20.02 | 46% |
| Returns for 5 years | 14.09 | 52.27 | 27% |
| Returns for 10 years | N/A | 97.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...