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LRSYX vs VISVX
LRSYX vs VISVX Comparison
Open Charts LRSYX vs VISVX
Lord Abbett Small Cap Value I
Price$16.30
Change-$0.42 (-2.51%)
VolumeN/A
Net Assets308.53M
Vanguard Small Cap Value Index I
Price$39.06
Change-$0.96 (-2.40%)
VolumeN/A
Net Assets53.62B
LRSYX vs VISVX Comparison Chart
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LRSYX vs. VISVX commentary
Apr 10, 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: 53.6B vs. LRSYX (309M). VISVX pays higher dividends than LRSYX: VISVX (2.14) vs LRSYX (0.22). LRSYX was incepted earlier than VISVX: LRSYX (27 years) vs VISVX (27 years). LRSYX (0.94) is less costly to investors than VISVX (0.19). LRSYX is a more actively managed with annual turnover of: 42.00 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 : -10.97 vs. LRSYX (-19.62). VISVX return over 5 years is better than : 73.84 vs. LRSYX (29.56).
| LRSYX | VISVX | LRSYX / VISVX | |
| Total Expense Ratio | 0.94 | 0.19 | 495% |
| Annual Report Gross Expense Ratio | 0.94 | 0.19 | 495% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -20.267 | -15.687 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 53.6B | 1% |
| Annual Yield % from dividends | 0.22 | 2.14 | 10% |
| Returns for 1 year | -19.62 | -10.97 | 179% |
| Returns for 3 years | -10.51 | -1.38 | 760% |
| Returns for 5 years | 29.56 | 73.84 | 40% |
| Returns for 10 years | -44.36 | 58.44 | -76% |
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