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LRSRX vs VSCAX
LRSRX vs VSCAX Comparison
Open Charts LRSRX vs VSCAX
Lord Abbett Small Cap Value R3
Price$13.45
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets366.08M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
LRSRX vs VSCAX Comparison Chart in %
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LRSRX vs. VSCAX commentary
Oct 20, 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 LRSRX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. LRSRX (366M). VSCAX pays higher dividends than LRSRX: VSCAX (0.32) vs LRSRX (0.00). LRSRX was incepted earlier than VSCAX: LRSRX (18 years) vs VSCAX (26 years). LRSRX (1.46) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. LRSRX (42.00). LRSRX has a lower initial minimum investment than VSCAX: LRSRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. LRSRX (-13.78). VSCAX return over 5 years is better than : 106.26 vs. LRSRX (16.85).
| LRSRX | VSCAX | LRSRX / VSCAX | |
| Total Expense Ratio | 1.46 | 1.10 | 133% |
| Annual Report Gross Expense Ratio | 1.46 | 1.10 | 133% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | -2.253 | 8.932 | -25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 7.51B | 5% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -13.78 | 2.33 | -591% |
| Returns for 3 years | 16.55 | 49.64 | 33% |
| Returns for 5 years | 16.85 | 106.26 | 16% |
| Returns for 10 years | -47.82 | 39.02 | -123% |
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