AVALX
Price
$41.12
Change
-$0.28 (-0.68%)
Updated
Apr 25 closing price
Net Assets
459.05M
VSCAX
Price
$20.94
Change
-$0.07 (-0.33%)
Updated
Apr 25 closing price
Net Assets
5.91B
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AVALX vs VSCAX

Header iconAVALX vs VSCAX Comparison
Open Charts AVALX vs VSCAXBanner chart's image
Aegis Value I
Price$41.12
Change-$0.28 (-0.68%)
VolumeN/A
Net Assets459.05M
Invesco Small Cap Value A
Price$20.94
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets5.91B
AVALX vs VSCAX Comparison Chart
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AVALX vs. VSCAX commentary
Apr 28, 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 Buy and VSCAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.91B vs. AVALX (459M). AVALX pays higher dividends than VSCAX: AVALX (0.87) vs VSCAX (0.37). AVALX was incepted earlier than VSCAX: AVALX (27 years) vs VSCAX (26 years). AVALX (1.46) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. AVALX (20.00). 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 : 12.36 vs. VSCAX (-5.06). AVALX return over 5 years is better than : 208.64 vs. VSCAX (150.28).
AVALXVSCAXAVALX / VSCAX
Total Expense Ratio1.461.12130%
Annual Report Gross Expense Ratio1.461.12130%
Fund Existence27 years26 years-
Gain YTD14.668-10.932-134%
Front LoadN/A6%-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets459M5.91B8%
Annual Yield % from dividends0.870.37238%
Returns for 1 year12.36-5.06-244%
Returns for 3 years25.1115.36164%
Returns for 5 years208.64150.28139%
Returns for 10 years219.752.0610,645%
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