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LRSRX vs VSCAX
LRSRX vs VSCAX Comparison
Open Charts LRSRX vs VSCAX
Lord Abbett Small Cap Value R3
Price$13.69
Change+$0.13 (+0.96%)
VolumeN/A
Net Assets370.65M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
LRSRX vs VSCAX Comparison Chart in %
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LRSRX vs. VSCAX commentary
Sep 29, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. LRSRX (371M). 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 (1.12). 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 : 6.52 vs. LRSRX (-9.34). VSCAX return over 5 years is better than : 140.21 vs. LRSRX (31.38).
| LRSRX | VSCAX | LRSRX / VSCAX | |
| Total Expense Ratio | 1.46 | 1.12 | 130% |
| Annual Report Gross Expense Ratio | 1.46 | 1.12 | 130% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | -0.509 | 9.911 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 7.46B | 5% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -9.34 | 6.52 | -143% |
| Returns for 3 years | 28.79 | 64.57 | 45% |
| Returns for 5 years | 31.38 | 140.21 | 22% |
| Returns for 10 years | -42.83 | 51.04 | -84% |
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