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LRSFX vs VSCAX
LRSFX vs VSCAX Comparison
Open Charts LRSFX vs VSCAX
Lord Abbett Small Cap Value F
Price$15.21
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets366.08M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
LRSFX vs VSCAX Comparison Chart in %
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LRSFX vs. VSCAX commentary
Oct 19, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. LRSFX (366M). 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 (1.10) 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 : 2.33 vs. LRSFX (-12.35). VSCAX return over 5 years is better than : 106.26 vs. LRSFX (22.25).
| 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 | 26 years | - |
| Gain YTD | -1.934 | 8.932 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 366M | 7.51B | 5% |
| Annual Yield % from dividends | 0.16 | 0.32 | 51% |
| Returns for 1 year | -12.35 | 2.33 | -530% |
| Returns for 3 years | 19.49 | 49.64 | 39% |
| Returns for 5 years | 22.25 | 106.26 | 21% |
| Returns for 10 years | -41.89 | 39.02 | -107% |
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