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LRSYX vs VISVX
LRSYX vs VISVX Comparison
Open Charts LRSYX vs VISVX
Lord Abbett Small Cap Value I
Price$20.36
Change-$0.62 (-2.96%)
VolumeN/A
Net Assets378.4M
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
LRSYX vs VISVX Comparison Chart
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LRSYX vs. VISVX commentary
Feb 23, 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 LRSYX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. LRSYX (378M). VISVX pays higher dividends than LRSYX: VISVX (1.90) vs LRSYX (0.25). LRSYX was incepted earlier than VISVX: LRSYX (27 years) vs VISVX (27 years). LRSYX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than LRSYX: VISVX (3000) vs LRSYX (1000000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. LRSYX (1.43). VISVX return over 5 years is better than : 47.46 vs. LRSYX (9.05).
| LRSYX | VISVX | LRSYX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -2.909 | -0.316 | 922% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 378M | 60.2B | 1% |
| Annual Yield % from dividends | 0.25 | 1.90 | 13% |
| Returns for 1 year | 1.43 | 9.96 | 14% |
| Returns for 3 years | 6.11 | 17.90 | 34% |
| Returns for 5 years | 9.05 | 47.46 | 19% |
| Returns for 10 years | -31.35 | 90.10 | -35% |
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