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LRSYX vs VSIIX
LRSYX vs VSIIX Comparison
Open Charts LRSYX vs VSIIX
Lord Abbett Small Cap Value I
Price$21.33
Change-$0.43 (-1.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.55
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
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VS
VS
LRSYX vs VSIIX Comparison Chart
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LRSYX vs. VSIIX commentary
Sep 08, 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 Sell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. LRSYX (391M). VSIIX pays higher dividends than LRSYX: VSIIX (2.02) vs LRSYX (0.25). LRSYX was incepted earlier than VSIIX: LRSYX (27 years) vs VSIIX (25 years). LRSYX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LRSYX has a lower initial minimum investment than VSIIX: LRSYX (1000000) vs VSIIX (5000000). VSIIX (16.99) and LRSYX (16.80) have marching annual gain over last year. VSIIX return over 5 years is better than : 55.43 vs. LRSYX (9.50).
| LRSYX | VSIIX | LRSYX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | 8.800 | 7.233 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 57.3B | 1% |
| Annual Yield % from dividends | 0.25 | 2.02 | 12% |
| Returns for 1 year | 16.80 | 16.99 | 99% |
| Returns for 3 years | -1.20 | 11.34 | -11% |
| Returns for 5 years | 9.50 | 55.43 | 17% |
| Returns for 10 years | -39.59 | 93.38 | -42% |
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