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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets560.53M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
LVAQX vs VSCAX Comparison Chart in %
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VS
VS
LVAQX vs. VSCAX commentary
Oct 19, 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 LVAQX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. LVAQX (561M). LVAQX pays higher dividends than VSCAX: LVAQX (1.27) vs VSCAX (0.32). LVAQX was incepted earlier than VSCAX: LVAQX (11 years) vs VSCAX (26 years). VSCAX (1.10) and LVAQX (1.08) have similar cost to investors . VSCAX is a more actively managed with annual turnover of: 52.00 vs. LVAQX (25.00). LVAQX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. LVAQX (-2.53). VSCAX return over 5 years is better than : 106.26 vs. LVAQX (85.34).
| LVAQX | VSCAX | LVAQX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.08 | 1.10 | 98% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 2.585 | 8.932 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 561M | 7.51B | 7% |
| Annual Yield % from dividends | 1.27 | 0.32 | 401% |
| Returns for 1 year | -2.53 | 2.33 | -109% |
| Returns for 3 years | 29.06 | 49.64 | 59% |
| Returns for 5 years | 85.34 | 106.26 | 80% |
| Returns for 10 years | 69.14 | 39.02 | 177% |
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