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LMVYX vs VSIAX
LMVYX vs VSIAX Comparison
Open Charts LMVYX vs VSIAX
Lord Abbett Focused Small Cap Value I
Price$30.51
Change+$1.55 (+5.35%)
VolumeN/A
Net Assets92.93M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
LMVYX vs VSIAX Comparison Chart in %
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LMVYX vs. VSIAX 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 LMVYX is a StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. LMVYX (92.9M). VSIAX pays higher dividends than LMVYX: VSIAX (1.85) vs LMVYX (0.12). LMVYX was incepted earlier than VSIAX: LMVYX (27 years) vs VSIAX (14 years). LMVYX (1.10) is less costly to investors than VSIAX (0.07). LMVYX is a more actively managed with annual turnover of: 77.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than LMVYX: VSIAX (3000) vs LMVYX (1000000). VSIAX annual gain was more profitable for investors over the last year : 12.04 vs. LMVYX (3.21). VSIAX return over 5 years is better than : 51.14 vs. LMVYX (5.16).
| LMVYX | VSIAX | LMVYX / VSIAX | |
| Total Expense Ratio | 1.03 | 0.07 | 1,471% |
| Annual Report Gross Expense Ratio | 1.10 | 0.07 | 1,571% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | 7.241 | 6.559 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.9M | 59.8B | 0% |
| Annual Yield % from dividends | 0.12 | 1.85 | 6% |
| Returns for 1 year | 3.21 | 12.04 | 27% |
| Returns for 3 years | 7.98 | 29.92 | 27% |
| Returns for 5 years | 5.16 | 51.14 | 10% |
| Returns for 10 years | 10.50 | 162.42 | 6% |
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