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LRSYX vs VISVX
LRSYX vs VISVX Comparison
Open Charts LRSYX vs VISVX
Lord Abbett Small Cap Value I
Price$20.95
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
LRSYX vs VISVX Comparison Chart
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LRSYX vs. VISVX commentary
Dec 19, 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 LRSYX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. LRSYX (429M). 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 : 16.18 vs. LRSYX (11.16). VISVX return over 5 years is better than : 52.67 vs. LRSYX (15.41).
| 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 | 9.255 | 14.945 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 63B | 1% |
| Annual Yield % from dividends | 0.25 | 1.90 | 13% |
| Returns for 1 year | 11.16 | 16.18 | 69% |
| Returns for 3 years | 10.86 | 20.58 | 53% |
| Returns for 5 years | 15.41 | 52.67 | 29% |
| Returns for 10 years | -23.31 | 105.07 | -22% |
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