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LRSTX vs VSIAX
LRSTX vs VSIAX Comparison
Open Charts LRSTX vs VSIAX
Lord Abbett Small Cap Value R5
Price$20.98
Change+$0.19 (+0.91%)
VolumeN/A
Net Assets370.65M
Vanguard Small Cap Value Index Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
LRSTX vs VSIAX Comparison Chart in %
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LRSTX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. LRSTX (371M). VSIAX pays higher dividends than LRSTX: VSIAX (1.97) vs LRSTX (0.20). LRSTX was incepted earlier than VSIAX: LRSTX (10 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 : 5.32 vs. LRSTX (-5.40). VSIAX return over 5 years is better than : 96.92 vs. LRSTX (48.89).
| 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 | 10 years | 14 years | - |
| Gain YTD | -0.095 | 5.942 | -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 | 1.97 | 10% |
| Returns for 1 year | -5.40 | 5.32 | -101% |
| Returns for 3 years | 37.38 | 47.93 | 78% |
| Returns for 5 years | 48.89 | 96.92 | 50% |
| Returns for 10 years | -21.71 | 129.26 | -17% |
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