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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.19
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
LVAQX vs VSCAX Comparison Chart in %
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LVAQX vs. VSCAX commentary
Nov 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. LVAQX (569M). LVAQX pays higher dividends than VSCAX: LVAQX (1.30) 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 : -1.85 vs. LVAQX (-4.65). VSCAX return over 5 years is better than : 86.36 vs. LVAQX (72.64).
| 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 | 3.339 | 9.230 | 36% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 569M | 7.75B | 7% |
| Annual Yield % from dividends | 1.30 | 0.32 | 410% |
| Returns for 1 year | -4.65 | -1.85 | 252% |
| Returns for 3 years | 20.20 | 35.01 | 58% |
| Returns for 5 years | 72.64 | 86.36 | 84% |
| Returns for 10 years | 71.85 | 41.14 | 175% |
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