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LSVQX vs VSCAX
LSVQX vs VSCAX Comparison
Open Charts LSVQX vs VSCAX
LSV Small Cap Value Institutional
Price$19.06
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets584.79M
Invesco Small Cap Value A
Price$26.98
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets8.77B
LSVQX vs VSCAX Comparison Chart in %
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LSVQX vs. VSCAX commentary
Jan 15, 2026
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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.77B vs. LSVQX (585M). LSVQX pays higher dividends than VSCAX: LSVQX (1.86) vs VSCAX (0.25). LSVQX was incepted earlier than VSCAX: LSVQX (13 years) vs VSCAX (27 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 : 13.99 vs. LSVQX (5.72). VSCAX return over 5 years is better than : 56.83 vs. LSVQX (45.81).
| 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 | 27 years | - |
| Gain YTD | 3.306 | 6.598 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 8.77B | 7% |
| Annual Yield % from dividends | 1.86 | 0.25 | 737% |
| Returns for 1 year | 5.72 | 13.99 | 41% |
| Returns for 3 years | 18.03 | 48.45 | 37% |
| Returns for 5 years | 45.81 | 56.83 | 81% |
| Returns for 10 years | 107.10 | 97.86 | 109% |
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