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LRSQX vs VSIIX
LRSQX vs VSIIX Comparison
Open Charts LRSQX vs VSIIX
Lord Abbett Small Cap Value R2
Price$13.33
Change+$0.13 (+0.98%)
VolumeN/A
Net Assets387.03M
Vanguard Small Cap Value Index I
Price$54.86
Change+$0.65 (+1.20%)
VolumeN/A
Net Assets59.85B
LRSQX vs VSIIX Comparison Chart in %
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LRSQX vs. VSIIX commentary
Feb 05, 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 LRSQX is a StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. LRSQX (387M). VSIIX pays higher dividends than LRSQX: VSIIX (1.86) vs LRSQX (0.04). LRSQX was incepted earlier than VSIIX: LRSQX (18 years) vs VSIIX (26 years). LRSQX (1.56) is less costly to investors than VSIIX (0.06). LRSQX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSQX has a lower initial minimum investment than VSIIX: LRSQX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 12.05 vs. LRSQX (-0.56). VSIIX return over 5 years is better than : 51.14 vs. LRSQX (-9.55).
| LRSQX | VSIIX | LRSQX / VSIIX | |
| Total Expense Ratio | 1.56 | 0.06 | 2,600% |
| Annual Report Gross Expense Ratio | 1.56 | 0.06 | 2,600% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 6.538 | 6.545 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 59.8B | 1% |
| Annual Yield % from dividends | 0.04 | 1.86 | 2% |
| Returns for 1 year | -0.56 | 12.05 | -5% |
| Returns for 3 years | 6.33 | 29.92 | 21% |
| Returns for 5 years | -9.55 | 51.14 | -19% |
| Returns for 10 years | -26.80 | 162.42 | -16% |
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