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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
AUERX vs VSCAX Comparison Chart
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AUERX vs. VSCAX commentary
Jan 19, 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: 6.72B vs. AUERX (59.8M). AUERX pays higher dividends than VSCAX: AUERX (0.70) vs VSCAX (0.48). AUERX was incepted earlier than VSCAX: AUERX (17 years) vs VSCAX (26 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 : 25.28 vs. AUERX (-6.55). VSCAX return over 5 years is better than : 74.58 vs. AUERX (59.64).
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 2.099 | 4.892 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8M | 6.72B | 1% |
| Annual Yield % from dividends | 0.70 | 0.48 | 147% |
| Returns for 1 year | -6.55 | 25.28 | -26% |
| Returns for 3 years | 11.78 | 30.32 | 39% |
| Returns for 5 years | 59.64 | 74.58 | 80% |
| Returns for 10 years | 93.81 | 35.60 | 263% |
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