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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.73
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets630.04M
Invesco Small Cap Value A
Price$25.62
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.49B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Sep 18, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. LSVQX (630M). LSVQX pays higher dividends than VSCAX: LSVQX (1.63) 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 : 10.21 vs. LSVQX (3.39). VSCAX return over 5 years is better than : 123.83 vs. LSVQX (102.53).
| 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 | 6.031 | 9.188 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 7.49B | 8% |
| Annual Yield % from dividends | 1.63 | 0.32 | 504% |
| Returns for 1 year | 3.39 | 10.21 | 33% |
| Returns for 3 years | 33.83 | 48.11 | 70% |
| Returns for 5 years | 102.53 | 123.83 | 83% |
| Returns for 10 years | 87.57 | 42.55 | 206% |
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