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LRSTX vs VSCAX
LRSTX vs VSCAX Comparison
Open Charts LRSTX vs VSCAX
Lord Abbett Small Cap Value R5
Price$20.62
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets366.08M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
LRSTX vs VSCAX Comparison Chart in %
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LRSTX vs. VSCAX commentary
Oct 21, 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 LRSTX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. LRSTX (366M). VSCAX pays higher dividends than LRSTX: VSCAX (0.32) vs LRSTX (0.20). LRSTX was incepted earlier than VSCAX: LRSTX (10 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than LRSTX (0.96). VSCAX is a more actively managed with annual turnover of: 52.00 vs. LRSTX (42.00). LRSTX has a lower initial minimum investment than VSCAX: LRSTX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. LRSTX (-10.02). VSCAX return over 5 years is better than : 106.26 vs. LRSTX (32.40).
| LRSTX | VSCAX | LRSTX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.10 | 87% |
| Annual Report Gross Expense Ratio | 0.96 | 1.10 | 87% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -1.810 | 8.932 | -20% |
| 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 | 0.20 | 0.32 | 63% |
| Returns for 1 year | -10.02 | 2.33 | -430% |
| Returns for 3 years | 24.37 | 49.64 | 49% |
| Returns for 5 years | 32.40 | 106.26 | 30% |
| Returns for 10 years | -28.52 | 39.02 | -73% |
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