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LMVWX vs VSCAX
LMVWX vs VSCAX Comparison
Open Charts LMVWX vs VSCAX
Lord Abbett Focused Small Cap Value R6
Price$29.00
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets88.67M
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.61B
LMVWX vs VSCAX Comparison Chart in %
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LMVWX vs. VSCAX commentary
Oct 09, 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 LMVWX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. LMVWX (88.7M). VSCAX pays higher dividends than LMVWX: VSCAX (0.32) vs LMVWX (0.00). LMVWX was incepted earlier than VSCAX: LMVWX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than LMVWX (1.06). LMVWX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). LMVWX has a lower initial minimum investment than VSCAX: LMVWX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 8.93 vs. LMVWX (-4.80). VSCAX return over 5 years is better than : 113.52 vs. LMVWX (38.15).
| LMVWX | VSCAX | LMVWX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.06 | 1.12 | 95% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -1.511 | 12.590 | -12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 7.61B | 1% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -4.80 | 8.93 | -54% |
| Returns for 3 years | 21.47 | 58.14 | 37% |
| Returns for 5 years | 38.15 | 113.52 | 34% |
| Returns for 10 years | N/A | 42.92 | - |
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