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LSRCX vs VSIIX
LSRCX vs VSIIX Comparison
Open Charts LSRCX vs VSIIX
Lord Abbett Small Cap Value C
Price$3.68
Change-$0.03 (-0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
LSRCX vs VSIIX Comparison Chart
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VS
VS
LSRCX vs. VSIIX commentary
Nov 18, 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 LSRCX is a StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. LSRCX (422M). VSIIX pays higher dividends than LSRCX: VSIIX (2.02) vs LSRCX (0.66). LSRCX was incepted earlier than VSIIX: LSRCX (28 years) vs VSIIX (25 years). LSRCX is a more actively managed with annual turnover of: 34.00 vs. VSIIX (16.00). LSRCX has a lower initial minimum investment than VSIIX: LSRCX (1000) vs VSIIX (5000000). LSRCX annual gain was more profitable for investors over the last year : 30.96 vs. VSIIX (28.76). VSIIX return over 5 years is better than : 57.48 vs. LSRCX (-54.84).
| LSRCX | VSIIX | LSRCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 16.825 | 15.492 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 422M | 57.6B | 1% |
| Annual Yield % from dividends | 0.66 | 2.02 | 33% |
| Returns for 1 year | 30.96 | 28.76 | 108% |
| Returns for 3 years | -45.56 | 13.30 | -343% |
| Returns for 5 years | -54.84 | 57.48 | -95% |
| Returns for 10 years | -86.28 | 108.84 | -79% |
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