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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.54
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets569.49M
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX 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 LSVQX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. LSVQX (569M). LSVQX pays higher dividends than VSCAX: LSVQX (1.64) vs VSCAX (0.32). LSVQX was incepted earlier than VSCAX: LSVQX (13 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than LSVQX (0.85). VSCAX is a more actively managed with annual turnover of: 52.00 vs. LSVQX (25.00). VSCAX has a lower initial minimum investment than LSVQX: VSCAX (1000) vs LSVQX (100000). VSCAX annual gain was more profitable for investors over the last year : 9.03 vs. LSVQX (3.95). VSCAX return over 5 years is better than : 112.98 vs. LSVQX (91.11).
| LSVQX | VSCAX | LSVQX / VSCAX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.85 | 1.12 | 76% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 4.954 | 12.037 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 7.61B | 7% |
| Annual Yield % from dividends | 1.64 | 0.32 | 519% |
| Returns for 1 year | 3.95 | 9.03 | 44% |
| Returns for 3 years | 38.91 | 57.36 | 68% |
| Returns for 5 years | 91.11 | 112.98 | 81% |
| Returns for 10 years | 79.13 | 42.22 | 187% |
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