Interact to see
Advertisement
Advertisement
LRSTX vs VISVX
LRSTX vs VISVX Comparison
Open Charts LRSTX vs VISVX
Lord Abbett Small Cap Value R5
Price$20.73
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets374.98M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
LRSTX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSTX vs. VISVX commentary
Jul 28, 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: 55.6B vs. LRSTX (375M). 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 : 5.54 vs. LRSTX (-7.32). VISVX return over 5 years is better than : 88.78 vs. LRSTX (39.95).
| 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 | -1.286 | 2.868 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 55.6B | 1% |
| Annual Yield % from dividends | 0.21 | 1.99 | 10% |
| Returns for 1 year | -7.32 | 5.54 | -132% |
| Returns for 3 years | 23.41 | 30.99 | 76% |
| Returns for 5 years | 39.95 | 88.78 | 45% |
| Returns for 10 years | -28.98 | 102.36 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers