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LRSQX vs VSIIX
LRSQX vs VSIIX Comparison
Open Charts LRSQX vs VSIIX
Lord Abbett Small Cap Value R2
Price$12.11
Change-$0.23 (-1.86%)
VolumeN/A
Net Assets354.12M
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
LRSQX vs VSIIX Comparison Chart
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LRSQX vs. VSIIX commentary
Jun 16, 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 LRSQX is a Hold and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LRSQX (354M). VSIIX pays higher dividends than LRSQX: VSIIX (2.24) vs LRSQX (0.00). LRSQX was incepted earlier than VSIIX: LRSQX (17 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 : 3.81 vs. LRSQX (-10.69). VSIIX return over 5 years is better than : 80.64 vs. LRSQX (17.00).
| 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 | 17 years | 26 years | - |
| Gain YTD | -8.673 | -4.316 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 54B | 1% |
| Annual Yield % from dividends | 0.00 | 2.24 | - |
| Returns for 1 year | -10.69 | 3.81 | -281% |
| Returns for 3 years | 8.42 | 26.18 | 32% |
| Returns for 5 years | 17.00 | 80.64 | 21% |
| Returns for 10 years | -55.28 | 80.51 | -69% |
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