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LRSTX vs VSIIX
LRSTX vs VSIIX Comparison
Open Charts LRSTX vs VSIIX
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$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
LRSTX vs VSIIX Comparison Chart in %
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VS
VS
LRSTX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. LRSTX (375M). VSIIX pays higher dividends than LRSTX: VSIIX (2.12) vs LRSTX (0.21). LRSTX was incepted earlier than VSIIX: LRSTX (10 years) vs VSIIX (26 years). LRSTX (0.96) is less costly to investors than VSIIX (0.06). LRSTX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSTX has a lower initial minimum investment than VSIIX: LRSTX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. LRSTX (-7.32). VSIIX return over 5 years is better than : 89.04 vs. LRSTX (39.95).
| LRSTX | VSIIX | LRSTX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -1.286 | 2.903 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 55.6B | 1% |
| Annual Yield % from dividends | 0.21 | 2.12 | 10% |
| Returns for 1 year | -7.32 | 5.59 | -131% |
| Returns for 3 years | 23.41 | 31.09 | 75% |
| Returns for 5 years | 39.95 | 89.04 | 45% |
| Returns for 10 years | -28.98 | 102.89 | -28% |
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