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LRSTX vs VSCAX
LRSTX vs VSCAX Comparison
Open Charts LRSTX vs VSCAX
Lord Abbett Small Cap Value R5
Price$20.98
Change+$0.19 (+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
LRSTX vs VSCAX Comparison Chart in %
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LRSTX vs. VSCAX commentary
Sep 29, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. LRSTX (371M). 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 (1.12) 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 : 6.52 vs. LRSTX (-5.40). VSCAX return over 5 years is better than : 140.21 vs. LRSTX (48.89).
| LRSTX | VSCAX | LRSTX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.12 | 86% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -0.095 | 9.911 | -1% |
| 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 | 0.20 | 0.32 | 60% |
| Returns for 1 year | -5.40 | 6.52 | -83% |
| Returns for 3 years | 37.38 | 64.57 | 58% |
| Returns for 5 years | 48.89 | 140.21 | 35% |
| Returns for 10 years | -21.71 | 51.04 | -43% |
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