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LRSOX vs VSIIX
LRSOX vs VSIIX Comparison
Open Charts LRSOX vs VSIIX
Lord Abbett Small Cap Value F3
Price$20.96
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets374.98M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
LRSOX vs VSIIX Comparison Chart in %
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LRSOX vs. VSIIX commentary
Jul 28, 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 Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. LRSOX (375M). VSIIX pays higher dividends than LRSOX: VSIIX (2.12) vs LRSOX (0.20). LRSOX was incepted earlier than VSIIX: LRSOX (8 years) vs VSIIX (26 years). LRSOX (0.88) is less costly to investors than VSIIX (0.06). LRSOX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSOX has a lower initial minimum investment than VSIIX: LRSOX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. LRSOX (-7.25). VSIIX return over 5 years is better than : 89.04 vs. LRSOX (40.60).
| LRSOX | VSIIX | LRSOX / VSIIX | |
| Total Expense Ratio | 0.88 | 0.06 | 1,467% |
| Annual Report Gross Expense Ratio | 0.88 | 0.06 | 1,467% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | -1.318 | 2.903 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 55.6B | 1% |
| Annual Yield % from dividends | 0.20 | 2.12 | 10% |
| Returns for 1 year | -7.25 | 5.59 | -130% |
| Returns for 3 years | 23.78 | 31.09 | 77% |
| Returns for 5 years | 40.60 | 89.04 | 46% |
| Returns for 10 years | N/A | 102.89 | - |
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