Interact to see
Advertisement
Advertisement
LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$21.55
Change+$0.75 (+3.61%)
VolumeN/A
Net Assets384.78M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
LRSTX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LRSTX vs. VSIAX commentary
Feb 04, 2026
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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. LRSTX (385M). VSIAX pays higher dividends than LRSTX: VSIAX (1.85) vs LRSTX (0.37). LRSTX was incepted earlier than VSIAX: LRSTX (11 years) vs VSIAX (14 years). LRSTX (0.96) is less costly to investors than VSIAX (0.07). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VSIAX (16.00). LRSTX has a lower initial minimum investment than VSIAX: LRSTX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 12.04 vs. LRSTX (2.87). VSIAX return over 5 years is better than : 51.14 vs. LRSTX (6.99).
| LRSTX | VSIAX | LRSTX / VSIAX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 0.96 | 0.07 | 1,371% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 6.683 | 6.559 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 59.8B | 1% |
| Annual Yield % from dividends | 0.37 | 1.85 | 20% |
| Returns for 1 year | 2.87 | 12.04 | 24% |
| Returns for 3 years | 15.85 | 29.92 | 53% |
| Returns for 5 years | 6.99 | 51.14 | 14% |
| Returns for 10 years | 2.96 | 162.42 | 2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement