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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.73
Change+$0.18 (+0.92%)
VolumeN/A
Net Assets634.65M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX vs. VSCAX commentary
Sep 29, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. LVAQX (635M). LVAQX pays higher dividends than VSCAX: LVAQX (1.26) vs VSCAX (0.32). LVAQX was incepted earlier than VSCAX: LVAQX (11 years) vs VSCAX (26 years). VSCAX (1.12) 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 : 6.52 vs. LVAQX (3.99). VSCAX return over 5 years is better than : 140.21 vs. LVAQX (113.39).
| LVAQX | VSCAX | LVAQX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.12 | 96% |
| Annual Report Gross Expense Ratio | 1.08 | 1.12 | 96% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 6.247 | 9.911 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 7.46B | 9% |
| Annual Yield % from dividends | 1.26 | 0.32 | 389% |
| Returns for 1 year | 3.99 | 6.52 | 61% |
| Returns for 3 years | 44.22 | 64.57 | 68% |
| Returns for 5 years | 113.39 | 140.21 | 81% |
| Returns for 10 years | 89.12 | 51.04 | 175% |
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