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LMVVX vs VSCAX
LMVVX vs VSCAX Comparison
Open Charts LMVVX vs VSCAX
Lord Abbett Focused Small Cap Value R5
Price$29.56
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets91.09M
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
LMVVX vs VSCAX Comparison Chart in %
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LMVVX vs. VSCAX commentary
Sep 16, 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 LMVVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.44B vs. LMVVX (91.1M). VSCAX pays higher dividends than LMVVX: VSCAX (0.32) vs LMVVX (0.00). LMVVX was incepted earlier than VSCAX: LMVVX (6 years) vs VSCAX (26 years). VSCAX (1.12) and LMVVX (1.10) have similar cost to investors . LMVVX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). LMVVX has a lower initial minimum investment than VSCAX: LMVVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 11.27 vs. LMVVX (-2.08). VSCAX return over 5 years is better than : 120.26 vs. LMVVX (46.60).
| LMVVX | VSCAX | LMVVX / VSCAX | |
| Total Expense Ratio | 1.03 | 1.12 | 92% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -0.337 | 9.017 | -4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.1M | 7.44B | 1% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -2.08 | 11.27 | -18% |
| Returns for 3 years | 16.90 | 47.88 | 35% |
| Returns for 5 years | 46.60 | 120.26 | 39% |
| Returns for 10 years | N/A | 42.33 | - |
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