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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$20.74
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets379.49M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LRSTX vs VISVX Comparison Chart in %
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LRSTX vs. VISVX 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 LRSTX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. LRSTX (379M). VISVX pays higher dividends than LRSTX: VISVX (1.99) vs LRSTX (0.21). LRSTX was incepted earlier than VISVX: LRSTX (10 years) vs VISVX (27 years). LRSTX (0.96) is less costly to investors than VISVX (0.19). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VISVX (16.00). LRSTX has a lower initial minimum investment than VISVX: LRSTX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. LRSTX (0.04). VISVX return over 5 years is better than : 94.00 vs. LRSTX (44.25).
| LRSTX | VISVX | LRSTX / VISVX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -1.238 | 2.024 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 54B | 1% |
| Annual Yield % from dividends | 0.21 | 1.99 | 10% |
| Returns for 1 year | 0.04 | 11.64 | 0% |
| Returns for 3 years | 27.53 | 34.76 | 79% |
| Returns for 5 years | 44.25 | 94.00 | 47% |
| Returns for 10 years | -30.47 | 96.11 | -32% |
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