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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.09
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets557.57M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Oct 18, 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 LSVQX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. LSVQX (558M). LSVQX pays higher dividends than VSCAX: LSVQX (1.64) vs VSCAX (0.32). LSVQX was incepted earlier than VSCAX: LSVQX (13 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than LSVQX (0.83). VSCAX is a more actively managed with annual turnover of: 52.00 vs. LSVQX (25.00). VSCAX has a lower initial minimum investment than LSVQX: VSCAX (1000) vs LSVQX (100000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. LSVQX (-2.28). VSCAX return over 5 years is better than : 106.26 vs. LSVQX (87.69).
| LSVQX | VSCAX | LSVQX / VSCAX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.10 | 75% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 2.800 | 8.932 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 7.55B | 7% |
| Annual Yield % from dividends | 1.64 | 0.32 | 519% |
| Returns for 1 year | -2.28 | 2.33 | -98% |
| Returns for 3 years | 30.09 | 49.64 | 61% |
| Returns for 5 years | 87.69 | 106.26 | 83% |
| Returns for 10 years | 73.69 | 39.02 | 189% |
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