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LMVWX vs VSCAX
LMVWX vs VSCAX Comparison
Open Charts LMVWX vs VSCAX
Lord Abbett Focused Small Cap Value R6
Price$29.12
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets89.12M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
LMVWX vs VSCAX Comparison Chart in %
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LMVWX 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 LMVWX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. LMVWX (89.1M). VSCAX pays higher dividends than LMVWX: VSCAX (0.31) vs LMVWX (0.00). LMVWX was incepted earlier than VSCAX: LMVWX (7 years) vs VSCAX (27 years). VSCAX (1.10) and LMVWX (1.06) have similar cost to investors . LMVWX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). LMVWX has a lower initial minimum investment than VSCAX: LMVWX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. LMVWX (-3.54). VSCAX return over 5 years is better than : 66.73 vs. LMVWX (9.92).
| LMVWX | VSCAX | LMVWX / VSCAX | |
| Total Expense Ratio | 0.99 | 1.10 | 90% |
| Annual Report Gross Expense Ratio | 1.06 | 1.10 | 96% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | -2.249 | 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 | -3.54 | 8.71 | -41% |
| Returns for 3 years | 15.97 | 49.46 | 32% |
| Returns for 5 years | 9.92 | 66.73 | 15% |
| Returns for 10 years | N/A | 59.02 | - |
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