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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$19.91
Change+$0.33 (+1.69%)
VolumeN/A
Net Assets5.51B
AUERX vs VSCAX Comparison Chart
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AUERX vs. VSCAX commentary
Apr 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.51B vs. AUERX (39.1M). VSCAX pays higher dividends than AUERX: VSCAX (0.37) vs AUERX (0.26). AUERX was incepted earlier than VSCAX: AUERX (17 years) vs VSCAX (26 years). AUERX (2.07) 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 : -12.92 vs. AUERX (-25.86). VSCAX return over 5 years is better than : 120.00 vs. AUERX (96.14).
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | 2.07 | 1.12 | 185% |
| Annual Report Gross Expense Ratio | 2.07 | 1.12 | 185% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | -13.118 | -16.716 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.1M | 5.51B | 1% |
| Annual Yield % from dividends | 0.26 | 0.37 | 71% |
| Returns for 1 year | -25.86 | -12.92 | 200% |
| Returns for 3 years | -10.54 | 3.85 | -274% |
| Returns for 5 years | 96.14 | 120.00 | 80% |
| Returns for 10 years | 52.87 | -3.92 | -1,350% |
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