AVALX
Price
$47.98
Change
+$0.13 (+0.27%)
Updated
Aug 8 closing price
Net Assets
609.44M
VSCAX
Price
$24.11
Change
+$0.15 (+0.63%)
Updated
Aug 8 closing price
Net Assets
6.89B
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AVALX vs VSCAX

Header iconAVALX vs VSCAX Comparison
Open Charts AVALX vs VSCAXBanner chart's image
Aegis Value I
Price$47.98
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets609.44M
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.89B
AVALX vs VSCAX Comparison Chart in %
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AVALX vs. VSCAX commentary
Aug 09, 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 AVALX is a Hold and VSCAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.9B vs. AVALX (609M). AVALX pays higher dividends than VSCAX: AVALX (0.76) vs VSCAX (0.34). AVALX was incepted earlier than VSCAX: AVALX (27 years) vs VSCAX (26 years). AVALX (1.45) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. AVALX (9.00). VSCAX has a lower initial minimum investment than AVALX: VSCAX (1000) vs AVALX (10000). AVALX annual gain was more profitable for investors over the last year : 32.36 vs. VSCAX (9.97). AVALX return over 5 years is better than : 161.93 vs. VSCAX (106.61).
AVALXVSCAXAVALX / VSCAX
Total Expense Ratio1.451.12129%
Annual Report Gross Expense Ratio1.451.12129%
Fund Existence27 years26 years-
Gain YTD33.4361.9141,747%
Front LoadN/A6%-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets609M6.9B9%
Annual Yield % from dividends0.760.34224%
Returns for 1 year32.369.97324%
Returns for 3 years55.0735.01157%
Returns for 5 years161.93106.61152%
Returns for 10 years324.6124.011,352%
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