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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.4B
AUERX vs VSCAX Comparison Chart
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AUERX vs. VSCAX commentary
Jun 07, 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: 6.4B vs. AUERX (45.3M). VSCAX pays higher dividends than AUERX: VSCAX (0.37) vs AUERX (0.25). AUERX was incepted earlier than VSCAX: AUERX (17 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 (40.00). 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 : -2.24 vs. AUERX (-17.67). AUERX (91.88) and VSCAX (90.33) 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 | 17 years | 26 years | - |
| Gain YTD | 1.649 | -4.679 | -35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.3M | 6.4B | 1% |
| Annual Yield % from dividends | 0.25 | 0.37 | 68% |
| Returns for 1 year | -17.67 | -2.24 | 789% |
| Returns for 3 years | -3.99 | 15.89 | -25% |
| Returns for 5 years | 91.88 | 90.33 | 102% |
| Returns for 10 years | 77.92 | 9.86 | 790% |
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