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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$18.73
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets551.64M
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX 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 LVAQX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. LVAQX (552M). LVAQX pays higher dividends than VSCAX: LVAQX (1.30) vs VSCAX (0.32). LVAQX was incepted earlier than VSCAX: LVAQX (11 years) vs VSCAX (26 years). VSCAX (1.10) and LVAQX (1.08) 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 : -3.38 vs. LVAQX (-4.72). VSCAX return over 5 years is better than : 77.11 vs. LVAQX (64.32).
| LVAQX | VSCAX | LVAQX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.08 | 1.10 | 98% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 1.239 | 6.338 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 552M | 7.36B | 8% |
| Annual Yield % from dividends | 1.30 | 0.32 | 410% |
| Returns for 1 year | -4.72 | -3.38 | 140% |
| Returns for 3 years | 16.99 | 31.70 | 54% |
| Returns for 5 years | 64.32 | 77.11 | 83% |
| Returns for 10 years | 66.14 | 35.49 | 186% |
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