Ad is loading...
Ad is loading...
AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$25.55
Change-$0.44 (-1.69%)
VolumeN/A
CapitalizationN/A
AUERX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AUERX vs. VSCAX commentary
Nov 18, 2024
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 StrongSell and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.22B vs. AUERX (63.5M). AUERX pays higher dividends than VSCAX: AUERX (0.70) vs VSCAX (0.48). AUERX was incepted earlier than VSCAX: AUERX (17 years) vs VSCAX (25 years). AUERX is a more actively managed with annual turnover of: 134.00 vs. VSCAX (51.00). 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 : 35.27 vs. AUERX (21.29). AUERX return over 5 years is better than : 112.25 vs. VSCAX (82.06).
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 15.385 | 25.800 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.5M | 6.22B | 1% |
| Annual Yield % from dividends | 0.70 | 0.48 | 147% |
| Returns for 1 year | 21.29 | 35.27 | 60% |
| Returns for 3 years | 41.39 | 15.35 | 270% |
| Returns for 5 years | 112.25 | 82.06 | 137% |
| Returns for 10 years | 112.78 | 16.18 | 697% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers