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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.24
Change-$0.17 (-0.88%)
VolumeN/A
Net Assets569.47M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. LSVQX (569M). LSVQX pays higher dividends than VSCAX: LSVQX (1.69) 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 : -1.85 vs. LSVQX (-4.35). VSCAX return over 5 years is better than : 86.36 vs. LSVQX (74.98).
| 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 | 3.608 | 9.230 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 7.75B | 7% |
| Annual Yield % from dividends | 1.69 | 0.32 | 531% |
| Returns for 1 year | -4.35 | -1.85 | 236% |
| Returns for 3 years | 21.18 | 35.01 | 61% |
| Returns for 5 years | 74.98 | 86.36 | 87% |
| Returns for 10 years | 76.42 | 41.14 | 186% |
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