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LRSFX vs VSCAX
LRSFX vs VSCAX Comparison
Open Charts LRSFX vs VSCAX
Lord Abbett Small Cap Value F
Price$15.48
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets370.65M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
LRSFX vs VSCAX Comparison Chart in %
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LRSFX 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 LRSFX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. LRSFX (371M). VSCAX pays higher dividends than LRSFX: VSCAX (0.32) vs LRSFX (0.16). LRSFX was incepted earlier than VSCAX: LRSFX (18 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than LRSFX (1.06). 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 : 6.52 vs. LRSFX (-7.83). VSCAX return over 5 years is better than : 140.21 vs. LRSFX (37.49).
| LRSFX | VSCAX | LRSFX / VSCAX | |
| Total Expense Ratio | 1.06 | 1.12 | 95% |
| Annual Report Gross Expense Ratio | 1.06 | 1.12 | 95% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | -0.193 | 9.911 | -2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 371M | 7.46B | 5% |
| Annual Yield % from dividends | 0.16 | 0.32 | 49% |
| Returns for 1 year | -7.83 | 6.52 | -120% |
| Returns for 3 years | 32.04 | 64.57 | 50% |
| Returns for 5 years | 37.49 | 140.21 | 27% |
| Returns for 10 years | -36.34 | 51.04 | -71% |
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