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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$18.84
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets549.12M
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Nov 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 LSVQX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.35B vs. LSVQX (549M). LSVQX pays higher dividends than VSCAX: LSVQX (1.69) vs VSCAX (0.32). LSVQX was incepted earlier than VSCAX: LSVQX (13 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than LSVQX (0.83). 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 : -3.06 vs. LSVQX (-5.16). VSCAX return over 5 years is better than : 75.36 vs. LSVQX (64.84).
| LSVQX | VSCAX | LSVQX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 1.023 | 5.657 | 18% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 7.35B | 7% |
| Annual Yield % from dividends | 1.69 | 0.32 | 531% |
| Returns for 1 year | -5.16 | -3.06 | 169% |
| Returns for 3 years | 17.32 | 30.86 | 56% |
| Returns for 5 years | 64.84 | 75.36 | 86% |
| Returns for 10 years | 69.89 | 34.62 | 202% |
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