Interact to see
Advertisement
Advertisement
LRSVX vs VSIIX
LRSVX vs VSIIX Comparison
Open Charts LRSVX vs VSIIX
Lord Abbett Small Cap Value R6
Price$20.76
Change+$0.11 (+0.53%)
VolumeN/A
Net Assets371.07M
Vanguard Small Cap Value Index I
Price$47.67
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets55.61B
LRSVX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSVX vs. VSIIX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. LRSVX (371M). VSIIX pays higher dividends than LRSVX: VSIIX (2.12) vs LRSVX (0.20). LRSVX was incepted earlier than VSIIX: LRSVX (10 years) vs VSIIX (26 years). LRSVX (0.88) is less costly to investors than VSIIX (0.06). LRSVX is a more actively managed with annual turnover of: 42.00 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 : 1.24 vs. LRSVX (-9.26). VSIIX return over 5 years is better than : 84.70 vs. LRSVX (40.01).
| LRSVX | VSIIX | LRSVX / VSIIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -2.732 | -0.109 | 2,506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 55.6B | 1% |
| Annual Yield % from dividends | 0.20 | 2.12 | 10% |
| Returns for 1 year | -9.26 | 1.24 | -750% |
| Returns for 3 years | 27.79 | 32.61 | 85% |
| Returns for 5 years | 40.01 | 84.70 | 47% |
| Returns for 10 years | -30.98 | 91.35 | -34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement