Ad is loading...
LRSYX vs VSIAX
LRSYX vs VSIAX Comparison
Open Charts LRSYX vs VSIAX
Lord Abbett Small Cap Value I
Price$20.95
Change-$0.86 (-3.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
LRSYX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LRSYX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. LRSYX (429M). 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 : 16.23 vs. LRSYX (11.16). VSIAX return over 5 years is better than : 52.83 vs. LRSYX (15.41).
| 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 | 9.255 | 15.031 | 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 | 2.01 | 12% |
| Returns for 1 year | 11.16 | 16.23 | 69% |
| Returns for 3 years | 10.86 | 20.67 | 53% |
| Returns for 5 years | 15.41 | 52.83 | 29% |
| Returns for 10 years | -23.31 | 105.65 | -22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers