Interact to see
Advertisement
Advertisement
LRSSX vs VSIIX
LRSSX vs VSIIX Comparison
Open Charts LRSSX vs VSIIX
Lord Abbett Small Cap Value R4
Price$15.10
Change+$0.08 (+0.53%)
VolumeN/A
Net Assets379.49M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LRSSX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSSX vs. VSIIX commentary
Jul 08, 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 LRSSX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LRSSX (379M). VSIIX pays higher dividends than LRSSX: VSIIX (2.12) vs LRSSX (0.03). LRSSX was incepted earlier than VSIIX: LRSSX (10 years) vs VSIIX (26 years). LRSSX (1.21) is less costly to investors than VSIIX (0.06). LRSSX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSSX has a lower initial minimum investment than VSIIX: LRSSX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. LRSSX (-2.81). VSIIX return over 5 years is better than : 94.15 vs. LRSSX (32.12).
| LRSSX | VSIIX | LRSSX / VSIIX | |
| Total Expense Ratio | 1.21 | 0.06 | 2,017% |
| Annual Report Gross Expense Ratio | 1.21 | 0.06 | 2,017% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -1.436 | 2.040 | -70% |
| 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 | 0.03 | 2.12 | 1% |
| Returns for 1 year | -2.81 | 11.69 | -24% |
| Returns for 3 years | 21.96 | 34.90 | 63% |
| Returns for 5 years | 32.12 | 94.15 | 34% |
| Returns for 10 years | -44.58 | 96.60 | -46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers