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LRSVX vs VSIIX
LRSVX vs VSIIX Comparison
Open Charts LRSVX vs VSIIX
Lord Abbett Small Cap Value R6
Price$20.61
Change-$0.63 (-2.97%)
VolumeN/A
Net Assets389.83M
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
LRSVX vs VSIIX Comparison Chart
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LRSVX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. LRSVX (390M). VSIIX pays higher dividends than LRSVX: VSIIX (2.02) vs LRSVX (0.26). LRSVX was incepted earlier than VSIIX: LRSVX (10 years) vs VSIIX (25 years). LRSVX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSVX has a lower initial minimum investment than VSIIX: LRSVX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 14.20 vs. LRSVX (5.97). VSIIX return over 5 years is better than : 52.26 vs. LRSVX (14.09).
| LRSVX | VSIIX | LRSVX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.989 | 2.836 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 60.2B | 1% |
| Annual Yield % from dividends | 0.26 | 2.02 | 13% |
| Returns for 1 year | 5.97 | 14.20 | 42% |
| Returns for 3 years | 9.28 | 19.99 | 46% |
| Returns for 5 years | 14.09 | 52.26 | 27% |
| Returns for 10 years | N/A | 97.17 | - |
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