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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.74B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Oct 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 AUERX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.74B vs. AUERX (56.3M). VSCAX pays higher dividends than AUERX: VSCAX (0.32) vs AUERX (0.21). AUERX was incepted earlier than VSCAX: AUERX (18 years) vs VSCAX (26 years). AUERX (1.99) is less costly to investors than VSCAX (1.12). AUERX is a more actively managed with annual turnover of: 146.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than AUERX: VSCAX (1000) vs AUERX (2000). VSCAX annual gain was more profitable for investors over the last year : 8.93 vs. AUERX (-4.20). AUERX (114.32) and VSCAX (113.52) have equivalent 5 years return.
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | 1.99 | 1.12 | 178% |
| Annual Report Gross Expense Ratio | 1.99 | 1.12 | 178% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 24.513 | 12.590 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.3M | 7.74B | 1% |
| Annual Yield % from dividends | 0.21 | 0.32 | 67% |
| Returns for 1 year | -4.20 | 8.93 | -47% |
| Returns for 3 years | 27.91 | 58.14 | 48% |
| Returns for 5 years | 114.32 | 113.52 | 101% |
| Returns for 10 years | 144.27 | 42.92 | 336% |
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