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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$26.18
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets91.58M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LFVAX vs VSIIX Comparison Chart in %
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LFVAX vs. VSIIX commentary
Jul 07, 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 LFVAX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LFVAX (91.6M). VSIIX pays higher dividends than LFVAX: VSIIX (2.12) vs LFVAX (0.00). LFVAX was incepted earlier than VSIIX: LFVAX (25 years) vs VSIIX (26 years). LFVAX (1.35) is less costly to investors than VSIIX (0.06). LFVAX is a more actively managed with annual turnover of: 57.00 vs. VSIIX (16.00). LFVAX has a lower initial minimum investment than VSIIX: LFVAX (1500) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. LFVAX (-0.80). VSIIX return over 5 years is better than : 94.15 vs. LFVAX (49.88).
| LFVAX | VSIIX | LFVAX / VSIIX | |
| Total Expense Ratio | 1.28 | 0.06 | 2,133% |
| Annual Report Gross Expense Ratio | 1.35 | 0.06 | 2,250% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -2.929 | 2.040 | -144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.6M | 54B | 0% |
| Annual Yield % from dividends | 0.00 | 2.12 | - |
| Returns for 1 year | -0.80 | 11.69 | -7% |
| Returns for 3 years | 15.09 | 34.90 | 43% |
| Returns for 5 years | 49.88 | 94.15 | 53% |
| Returns for 10 years | -15.07 | 96.60 | -16% |
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