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LRSFX vs VSCAX
LRSFX vs VSCAX Comparison
Open Charts LRSFX vs VSCAX
Lord Abbett Small Cap Value F
Price$15.63
Change+$0.29 (+1.89%)
VolumeN/A
Net Assets384.78M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
LRSFX vs VSCAX Comparison Chart in %
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LRSFX vs. VSCAX commentary
Feb 05, 2026
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 LRSFX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. LRSFX (385M). LRSFX pays higher dividends than VSCAX: LRSFX (0.40) vs VSCAX (0.23). LRSFX was incepted earlier than VSCAX: LRSFX (18 years) vs VSCAX (27 years). VSCAX (1.10) and LRSFX (1.06) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. LRSFX (42.00). LRSFX has a lower initial minimum investment than VSCAX: LRSFX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. LRSFX (1.07). VSCAX return over 5 years is better than : 68.92 vs. LRSFX (-2.62).
| LRSFX | VSCAX | LRSFX / VSCAX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.10 | 96% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 6.689 | 12.643 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 385M | 9.42B | 4% |
| Annual Yield % from dividends | 0.40 | 0.23 | 174% |
| Returns for 1 year | 1.07 | 18.26 | 6% |
| Returns for 3 years | 10.82 | 51.27 | 21% |
| Returns for 5 years | -2.62 | 68.92 | -4% |
| Returns for 10 years | -15.65 | 108.32 | -14% |
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