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LFVAX vs VSIIX
LFVAX vs VSIIX Comparison
Open Charts LFVAX vs VSIIX
Lord Abbett Focused Small Cap Value A
Price$27.54
Change+$1.28 (+4.87%)
VolumeN/A
Net Assets92.93M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
LFVAX vs VSIIX Comparison Chart in %
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LFVAX vs. VSIIX commentary
Feb 04, 2026
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 StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. LFVAX (92.9M). VSIIX pays higher dividends than LFVAX: VSIIX (1.86) vs LFVAX (0.00). LFVAX was incepted earlier than VSIIX: LFVAX (26 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: 77.00 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 : 12.05 vs. LFVAX (2.57). VSIIX return over 5 years is better than : 51.14 vs. LFVAX (1.98).
| 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 | 26 years | 26 years | - |
| Gain YTD | 7.201 | 6.545 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.9M | 59.8B | 0% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | 2.57 | 12.05 | 21% |
| Returns for 3 years | 6.18 | 29.92 | 21% |
| Returns for 5 years | 1.98 | 51.14 | 4% |
| Returns for 10 years | 3.12 | 162.42 | 2% |
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