Ad is loading...
AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
AUERX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AUERX vs. VSCAX commentary
May 10, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.15B vs. AUERX (42.8M). VSCAX pays higher dividends than AUERX: VSCAX (0.39) vs AUERX (0.26). 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 : -6.30 vs. AUERX (-19.84). VSCAX return over 5 years is better than : 128.89 vs. AUERX (98.19).
| 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 | -4.273 | -7.486 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.8M | 6.15B | 1% |
| Annual Yield % from dividends | 0.26 | 0.39 | 68% |
| Returns for 1 year | -19.84 | -6.30 | 315% |
| Returns for 3 years | 0.95 | 24.64 | 4% |
| Returns for 5 years | 98.19 | 128.89 | 76% |
| Returns for 10 years | 66.48 | 7.41 | 897% |
View a ticker or compare two or three
VS
VS
Ad is loading...