LMVWX
Price
$28.69
Change
-$0.42 (-1.44%)
Updated
Aug 15 closing price
Net Assets
89M
VSIIX
Price
$48.74
Change
-$0.34 (-0.69%)
Updated
Aug 15 closing price
Net Assets
56.44B
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LMVWX vs VSIIX

Header iconLMVWX vs VSIIX Comparison
Open Charts LMVWX vs VSIIXBanner chart's image
Lord Abbett Focused Small Cap Value R6
Price$28.69
Change-$0.42 (-1.44%)
VolumeN/A
Net Assets89M
Vanguard Small Cap Value Index I
Price$48.74
Change-$0.34 (-0.69%)
VolumeN/A
Net Assets56.44B
LMVWX vs VSIIX Comparison Chart in %
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VS
LMVWX vs. VSIIX commentary
Aug 18, 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 LMVWX is a Buy and VSIIX is a Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 56.4B vs. LMVWX (89M). VSIIX pays higher dividends than LMVWX: VSIIX (2.08) vs LMVWX (0.00). LMVWX was incepted earlier than VSIIX: LMVWX (6 years) vs VSIIX (26 years). LMVWX (1.06) is less costly to investors than VSIIX (0.06). LMVWX is a more actively managed with annual turnover of: 57.00 vs. VSIIX (16.00). LMVWX has a lower initial minimum investment than VSIIX: LMVWX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 6.63 vs. LMVWX (-5.87). VSIIX return over 5 years is better than : 76.63 vs. LMVWX (36.89).
LMVWXVSIIXLMVWX / VSIIX
Total Expense Ratio0.990.061,650%
Annual Report Gross Expense Ratio1.060.061,767%
Fund Existence6 years26 years-
Gain YTD-3.6932.672-138%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets89M56.4B0%
Annual Yield % from dividends0.002.08-
Returns for 1 year-5.876.63-89%
Returns for 3 years2.5619.3213%
Returns for 5 years36.8976.6348%
Returns for 10 yearsN/A99.67-
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