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LSRCX vs VSCAX
LSRCX vs VSCAX Comparison
Open Charts LSRCX vs VSCAX
Lord Abbett Small Cap Value C
Price$1.61
Change-$0.15 (-8.52%)
VolumeN/A
Net Assets358.36M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
LSRCX vs VSCAX Comparison Chart
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LSRCX vs. VSCAX commentary
Apr 04, 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 LSRCX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. LSRCX (358M). VSCAX pays higher dividends than LSRCX: VSCAX (0.37) vs LSRCX (0.22). LSRCX was incepted earlier than VSCAX: LSRCX (28 years) vs VSCAX (26 years). LSRCX (1.94) is less costly to investors than VSCAX (1.12). LSRCX (42.00) and VSCAX (40.00) have comparable annual turnover. LSRCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -1.20 vs. LSRCX (-45.90). VSCAX return over 5 years is better than : 216.20 vs. LSRCX (-43.24).
| LSRCX | VSCAX | LSRCX / VSCAX | |
| Total Expense Ratio | 1.94 | 1.12 | 173% |
| Annual Report Gross Expense Ratio | 1.94 | 1.12 | 173% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -7.368 | -4.211 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 6.35B | 6% |
| Annual Yield % from dividends | 0.22 | 0.37 | 59% |
| Returns for 1 year | -45.90 | -1.20 | 3,818% |
| Returns for 3 years | -50.67 | 13.84 | -366% |
| Returns for 5 years | -43.24 | 216.20 | -20% |
| Returns for 10 years | -91.36 | 9.77 | -936% |
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