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LRSYX vs VSIAX
LRSYX vs VSIAX Comparison
Open Charts LRSYX vs VSIAX
Lord Abbett Small Cap Value I
Price$21.38
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets403.54M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
LRSYX vs VSIAX Comparison Chart
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LRSYX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. LRSYX (404M). VSIAX pays higher dividends than LRSYX: VSIAX (2.01) vs LRSYX (0.25). LRSYX was incepted earlier than VSIAX: LRSYX (27 years) vs VSIAX (13 years). LRSYX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than LRSYX: VSIAX (3000) vs LRSYX (1000000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. LRSYX (11.16). VSIAX return over 5 years is better than : 50.37 vs. LRSYX (12.25).
| LRSYX | VSIAX | LRSYX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 1.955 | 3.217 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 58.3B | 1% |
| Annual Yield % from dividends | 0.25 | 2.01 | 12% |
| Returns for 1 year | 11.16 | 18.49 | 60% |
| Returns for 3 years | 4.36 | 17.05 | 26% |
| Returns for 5 years | 12.25 | 50.37 | 24% |
| Returns for 10 years | -22.57 | 109.60 | -21% |
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