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LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$20.98
Change+$0.19 (+0.91%)
VolumeN/A
Net Assets370.65M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
LRSTX vs VISVX Comparison Chart in %
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LRSTX vs. VISVX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. LRSTX (371M). VISVX pays higher dividends than LRSTX: VISVX (1.86) vs LRSTX (0.20). 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 : 5.25 vs. LRSTX (-5.40). VISVX return over 5 years is better than : 96.62 vs. LRSTX (48.89).
| 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 | -0.095 | 5.884 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 59.2B | 1% |
| Annual Yield % from dividends | 0.20 | 1.86 | 11% |
| Returns for 1 year | -5.40 | 5.25 | -103% |
| Returns for 3 years | 37.38 | 47.78 | 78% |
| Returns for 5 years | 48.89 | 96.62 | 51% |
| Returns for 10 years | -21.71 | 128.55 | -17% |
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