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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$24.28
Change+$0.27 (+1.12%)
VolumeN/A
Net Assets6.92B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Jul 12, 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 StrongBuy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.92B vs. AUERX (47.5M). VSCAX pays higher dividends than AUERX: VSCAX (0.35) vs AUERX (0.24). 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 (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 : 4.11 vs. AUERX (-11.82). VSCAX return over 5 years is better than : 136.45 vs. AUERX (107.60).
| 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 | 6.897 | 2.127 | 324% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5M | 6.92B | 1% |
| Annual Yield % from dividends | 0.24 | 0.35 | 70% |
| Returns for 1 year | -11.82 | 4.11 | -288% |
| Returns for 3 years | 19.07 | 46.82 | 41% |
| Returns for 5 years | 107.60 | 136.45 | 79% |
| Returns for 10 years | 89.57 | 19.56 | 458% |
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