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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.45
Change-$0.24 (-1.22%)
VolumeN/A
Net Assets576.55M
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.61B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX 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 LVAQX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. LVAQX (577M). LVAQX pays higher dividends than VSCAX: LVAQX (1.27) vs VSCAX (0.32). LVAQX was incepted earlier than VSCAX: LVAQX (11 years) vs VSCAX (26 years). VSCAX (1.12) and LVAQX (1.10) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. LVAQX (25.00). LVAQX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 8.93 vs. LVAQX (4.49). VSCAX return over 5 years is better than : 113.52 vs. LVAQX (90.36).
| LVAQX | VSCAX | LVAQX / VSCAX | |
| Total Expense Ratio | 1.10 | 1.12 | 98% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 6.031 | 12.590 | 48% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 7.61B | 8% |
| Annual Yield % from dividends | 1.27 | 0.32 | 401% |
| Returns for 1 year | 4.49 | 8.93 | 50% |
| Returns for 3 years | 39.54 | 58.14 | 68% |
| Returns for 5 years | 90.36 | 113.52 | 80% |
| Returns for 10 years | 76.60 | 42.92 | 178% |
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