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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.97
Change+$0.30 (+1.53%)
VolumeN/A
Net Assets579.84M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets8.08B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Dec 05, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.08B vs. LSVQX (580M). LSVQX pays higher dividends than VSCAX: LSVQX (1.63) vs VSCAX (0.31). 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 : 1.86 vs. LSVQX (-2.02). VSCAX return over 5 years is better than : 78.31 vs. LSVQX (65.11).
| 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 | 7.539 | 16.121 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 8.08B | 7% |
| Annual Yield % from dividends | 1.63 | 0.31 | 532% |
| Returns for 1 year | -2.02 | 1.86 | -108% |
| Returns for 3 years | 22.42 | 39.04 | 57% |
| Returns for 5 years | 65.11 | 78.31 | 83% |
| Returns for 10 years | 80.02 | 45.54 | 176% |
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