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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.49
Change+$0.23 (+1.19%)
VolumeN/A
Net Assets602.36M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX vs. VSCAX commentary
Feb 04, 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 LVAQX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. LVAQX (602M). LVAQX pays higher dividends than VSCAX: LVAQX (1.56) vs VSCAX (0.23). LVAQX was incepted earlier than VSCAX: LVAQX (12 years) vs VSCAX (27 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 (33.00). LVAQX has a lower initial minimum investment than VSCAX: LVAQX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. LVAQX (6.11). VSCAX return over 5 years is better than : 68.92 vs. LVAQX (46.38).
| LVAQX | VSCAX | LVAQX / VSCAX | |
| Total Expense Ratio | 1.08 | 1.10 | 98% |
| Annual Report Gross Expense Ratio | 1.08 | 1.10 | 98% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 5.694 | 12.643 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 602M | 9.42B | 6% |
| Annual Yield % from dividends | 1.56 | 0.23 | 675% |
| Returns for 1 year | 6.11 | 18.26 | 33% |
| Returns for 3 years | 14.15 | 51.27 | 28% |
| Returns for 5 years | 46.38 | 68.92 | 67% |
| Returns for 10 years | 105.58 | 108.32 | 97% |
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