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LRSYX vs VSIIX
LRSYX vs VSIIX Comparison
Open Charts LRSYX vs VSIIX
Lord Abbett Small Cap Value I
Price$20.85
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets370.33M
Vanguard Small Cap Value Index I
Price$50.28
Change+$0.40 (+0.80%)
VolumeN/A
Net Assets59.14B
LRSYX vs VSIIX Comparison Chart in %
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LRSYX vs. VSIIX commentary
Oct 25, 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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.1B vs. LRSYX (370M). VSIIX pays higher dividends than LRSYX: VSIIX (2.01) vs LRSYX (0.20). LRSYX was incepted earlier than VSIIX: LRSYX (28 years) vs VSIIX (26 years). LRSYX (0.96) is less costly to investors than VSIIX (0.06). LRSYX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSYX has a lower initial minimum investment than VSIIX: LRSYX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 4.43 vs. LRSYX (-5.49). VSIIX return over 5 years is better than : 75.02 vs. LRSYX (31.97).
| LRSYX | VSIIX | LRSYX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -0.858 | 5.178 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 370M | 59.1B | 1% |
| Annual Yield % from dividends | 0.20 | 2.01 | 10% |
| Returns for 1 year | -5.49 | 4.43 | -124% |
| Returns for 3 years | 25.77 | 37.69 | 68% |
| Returns for 5 years | 31.97 | 75.02 | 43% |
| Returns for 10 years | -28.11 | 111.60 | -25% |
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