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LVAQX vs VSCAX
LVAQX vs VSCAX Comparison
Open Charts LVAQX vs VSCAX
LSV Small Cap Value Investor
Price$19.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets575.84M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
LVAQX vs VSCAX Comparison Chart in %
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LVAQX vs. VSCAX commentary
Dec 28, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. LVAQX (576M). LVAQX pays higher dividends than VSCAX: LVAQX (1.26) vs VSCAX (0.31). 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 (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 : 8.71 vs. LVAQX (1.46). VSCAX return over 5 years is better than : 66.73 vs. LVAQX (55.20).
| 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 | 2.693 | 9.911 | 27% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 576M | 8.33B | 7% |
| Annual Yield % from dividends | 1.26 | 0.31 | 411% |
| Returns for 1 year | 1.46 | 8.71 | 17% |
| Returns for 3 years | 22.76 | 49.46 | 46% |
| Returns for 5 years | 55.20 | 66.73 | 83% |
| Returns for 10 years | 73.91 | 59.02 | 125% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| NFLP | 27.54 | 0.14 | +0.52% |
| Kurv Yield Premium Str Netflix ETF | |||
| FPAS | 25.27 | 0.06 | +0.25% |
| FPA Short Duration Government ETF | |||
| IBDV | 22.10 | 0.04 | +0.18% |
| iShares iBonds Dec 2030 Term Corp ETF | |||
| SOR | 47.13 | 0.06 | +0.14% |
| Source Capital | |||
| RFM | 13.95 | -0.06 | -0.43% |
| RiverNorth Flexible Municipal Income Fund | |||