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LRSYX vs VISVX
LRSYX vs VISVX Comparison
Open Charts LRSYX vs VISVX
Lord Abbett Small Cap Value I
Price$19.33
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets357.86M
Vanguard Small Cap Value Index I
Price$46.34
Change-$0.14 (-0.30%)
VolumeN/A
Net Assets51.69B
LRSYX vs VISVX Comparison Chart
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LRSYX vs. VISVX commentary
May 21, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. LRSYX (358M). VISVX pays higher dividends than LRSYX: VISVX (2.21) vs LRSYX (0.23). LRSYX was incepted earlier than VISVX: LRSYX (27 years) vs VISVX (27 years). LRSYX (0.96) 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 : 2.72 vs. LRSYX (-8.11). VISVX return over 5 years is better than : 96.30 vs. LRSYX (44.21).
| LRSYX | VISVX | LRSYX / VISVX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 27 years | 27 years | - |
| Gain YTD | -7.582 | -2.077 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 51.7B | 1% |
| Annual Yield % from dividends | 0.23 | 2.21 | 10% |
| Returns for 1 year | -8.11 | 2.72 | -298% |
| Returns for 3 years | 13.62 | 24.06 | 57% |
| Returns for 5 years | 44.21 | 96.30 | 46% |
| Returns for 10 years | -34.98 | 83.67 | -42% |
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