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LRSYX vs VSIIX
LRSYX vs VSIIX Comparison
Open Charts LRSYX vs VSIIX
Lord Abbett Small Cap Value I
Price$20.70
Change+$0.12 (+0.58%)
VolumeN/A
Net Assets379.49M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
LRSYX vs VSIIX Comparison Chart in %
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VS
LRSYX vs. VSIIX commentary
Jul 07, 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 LRSYX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. LRSYX (379M). VSIIX pays higher dividends than LRSYX: VSIIX (2.12) vs LRSYX (0.21). LRSYX was incepted earlier than VSIIX: LRSYX (28 years) vs VSIIX (26 years). LRSYX (0.96) is less costly to investors than VSIIX (0.06). LRSYX is a more actively managed with annual turnover of: 42.00 vs. VSIIX (16.00). LRSYX has a lower initial minimum investment than VSIIX: LRSYX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. LRSYX (0.04). VSIIX return over 5 years is better than : 94.15 vs. LRSYX (44.16).
| LRSYX | VSIIX | LRSYX / VSIIX | |
| Total Expense Ratio | 0.96 | 0.06 | 1,600% |
| Annual Report Gross Expense Ratio | 0.96 | 0.06 | 1,600% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -1.288 | 2.040 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 54B | 1% |
| Annual Yield % from dividends | 0.21 | 2.12 | 10% |
| Returns for 1 year | 0.04 | 11.69 | 0% |
| Returns for 3 years | 27.52 | 34.90 | 79% |
| Returns for 5 years | 44.16 | 94.15 | 47% |
| Returns for 10 years | -30.62 | 96.60 | -32% |
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