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LMVOX vs VSIIX
LMVOX vs VSIIX Comparison
Open Charts LMVOX vs VSIIX
Lord Abbett Focused Small Cap Value F3
Price$30.63
Change+$1.55 (+5.33%)
VolumeN/A
Net Assets92.82M
Vanguard Small Cap Value Index I
Price$54.21
Change+$4.36 (+8.75%)
VolumeN/A
Net Assets59.85B
LMVOX vs VSIIX Comparison Chart in %
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LMVOX 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 LMVOX is a StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. LMVOX (92.8M). VSIIX pays higher dividends than LMVOX: VSIIX (1.86) vs LMVOX (0.12). LMVOX was incepted earlier than VSIIX: LMVOX (7 years) vs VSIIX (26 years). LMVOX (1.06) is less costly to investors than VSIIX (0.06). LMVOX is a more actively managed with annual turnover of: 77.00 vs. VSIIX (16.00). LMVOX has a lower initial minimum investment than VSIIX: LMVOX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. LMVOX (3.24). VSIIX return over 5 years is better than : 51.14 vs. LMVOX (5.48).
| LMVOX | VSIIX | LMVOX / VSIIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.06 | 0.06 | 1,767% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 7.210 | 6.545 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 59.8B | 0% |
| Annual Yield % from dividends | 0.12 | 1.86 | 7% |
| Returns for 1 year | 3.24 | 12.05 | 27% |
| Returns for 3 years | 8.15 | 29.92 | 27% |
| Returns for 5 years | 5.48 | 51.14 | 11% |
| Returns for 10 years | N/A | 162.42 | - |
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