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LRSQX vs VSIIX
LRSQX vs VSIIX Comparison
Open Charts LRSQX vs VSIIX
Lord Abbett Small Cap Value R2
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets379.49M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LRSQX vs VSIIX Comparison Chart in %
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VS
VS
LRSQX vs. VSIIX commentary
Jul 07, 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 Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LRSQX (379M). VSIIX pays higher dividends than LRSQX: VSIIX (2.12) 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 : 11.69 vs. LRSQX (-4.53). VSIIX return over 5 years is better than : 94.15 vs. LRSQX (25.58).
| 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 | -1.508 | 2.040 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 54B | 1% |
| Annual Yield % from dividends | 0.00 | 2.12 | - |
| Returns for 1 year | -4.53 | 11.69 | -39% |
| Returns for 3 years | 18.62 | 34.90 | 53% |
| Returns for 5 years | 25.58 | 94.15 | 27% |
| Returns for 10 years | -50.81 | 96.60 | -53% |
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