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LMVOX vs VSCAX
LMVOX vs VSCAX Comparison
Open Charts LMVOX vs VSCAX
Lord Abbett Focused Small Cap Value F3
Price$29.29
Change+$0.23 (+0.79%)
VolumeN/A
Net Assets88.87M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
LMVOX vs VSCAX Comparison Chart in %
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LMVOX vs. VSCAX commentary
Sep 28, 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 LMVOX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. LMVOX (88.9M). VSCAX pays higher dividends than LMVOX: VSCAX (0.32) vs LMVOX (0.00). LMVOX was incepted earlier than VSCAX: LMVOX (6 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than LMVOX (1.06). LMVOX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). LMVOX has a lower initial minimum investment than VSCAX: LMVOX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.32 vs. LMVOX (-5.21). VSCAX return over 5 years is better than : 137.52 vs. LMVOX (55.31).
| LMVOX | VSCAX | LMVOX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.12 | 88% |
| Annual Report Gross Expense Ratio | 1.06 | 1.12 | 95% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -1.678 | 8.677 | -19% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.9M | 7.46B | 1% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | -5.21 | 5.32 | -98% |
| Returns for 3 years | 26.49 | 62.73 | 42% |
| Returns for 5 years | 55.31 | 137.52 | 40% |
| Returns for 10 years | N/A | 49.34 | - |
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