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LRSOX vs VISVX
LRSOX vs VISVX Comparison
Open Charts LRSOX vs VISVX
Lord Abbett Small Cap Value F3
Price$21.23
Change+$0.38 (+1.82%)
VolumeN/A
Net Assets366.08M
Vanguard Small Cap Value Index I
Price$49.99
Change+$0.63 (+1.28%)
VolumeN/A
Net Assets59.14B
LRSOX vs VISVX Comparison Chart in %
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LRSOX vs. VISVX commentary
Oct 21, 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 LRSOX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. LRSOX (366M). VISVX pays higher dividends than LRSOX: VISVX (1.88) vs LRSOX (0.20). LRSOX was incepted earlier than VISVX: LRSOX (9 years) vs VISVX (27 years). LRSOX (0.88) is less costly to investors than VISVX (0.19). LRSOX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). LRSOX has a lower initial minimum investment than VISVX: LRSOX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 0.97 vs. LRSOX (-9.96). VISVX return over 5 years is better than : 75.74 vs. LRSOX (33.07).
| LRSOX | VISVX | LRSOX / VISVX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.88 | 0.19 | 463% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -1.836 | 4.208 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 59.1B | 1% |
| Annual Yield % from dividends | 0.20 | 1.88 | 10% |
| Returns for 1 year | -9.96 | 0.97 | -1,026% |
| Returns for 3 years | 24.66 | 36.12 | 68% |
| Returns for 5 years | 33.07 | 75.74 | 44% |
| Returns for 10 years | N/A | 108.98 | - |
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