Interact to see
Advertisement
Advertisement
LMVVX vs VSCAX
LMVVX vs VSCAX Comparison
Open Charts LMVVX vs VSCAX
Lord Abbett Focused Small Cap Value R5
Price$29.01
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets89.12M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
LMVVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LMVVX vs. VSCAX commentary
Dec 27, 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 LMVVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. LMVVX (89.1M). VSCAX pays higher dividends than LMVVX: VSCAX (0.31) vs LMVVX (0.00). LMVVX was incepted earlier than VSCAX: LMVVX (7 years) vs VSCAX (27 years). LMVVX (1.10) and VSCAX (1.10) have similar cost to investors . LMVVX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). LMVVX has a lower initial minimum investment than VSCAX: LMVVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. LMVVX (-3.56). VSCAX return over 5 years is better than : 66.73 vs. LMVVX (9.66).
| LMVVX | VSCAX | LMVVX / VSCAX | |
| Total Expense Ratio | 1.03 | 1.10 | 94% |
| Annual Report Gross Expense Ratio | 1.10 | 1.10 | 100% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | -2.290 | 9.911 | -23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 8.33B | 1% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | -3.56 | 8.71 | -41% |
| Returns for 3 years | 15.79 | 49.46 | 32% |
| Returns for 5 years | 9.66 | 66.73 | 14% |
| Returns for 10 years | N/A | 59.02 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement