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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.86
Change+$0.25 (+1.27%)
VolumeN/A
Net Assets631.36M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX vs. VSCAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. LVAQX (631M). 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 : 12.12 vs. LVAQX (6.67). VSCAX return over 5 years is better than : 116.87 vs. LVAQX (100.02).
| 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 | 7.001 | 7.614 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 631M | 7.33B | 9% |
| Annual Yield % from dividends | 1.26 | 0.32 | 389% |
| Returns for 1 year | 6.67 | 12.12 | 55% |
| Returns for 3 years | 34.01 | 46.81 | 73% |
| Returns for 5 years | 100.02 | 116.87 | 86% |
| Returns for 10 years | 84.14 | 36.89 | 228% |
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