AVALX
Price
$38.56
Change
-$1.17 (-2.94%)
Updated
Feb 21 closing price
Net Assets
360.9M
VSCAX
Price
$23.70
Change
-$0.72 (-2.95%)
Updated
Feb 21 closing price
Net Assets
6.59B
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AVALX vs VSCAX

Header iconAVALX vs VSCAX Comparison
Open Charts AVALX vs VSCAXBanner chart's image
Aegis Value I
Price$38.56
Change-$1.17 (-2.94%)
VolumeN/A
Net Assets360.9M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
AVALX vs VSCAX Comparison Chart
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AVALX vs. VSCAX commentary
Feb 23, 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 Hold.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. AVALX (361M). AVALX pays higher dividends than VSCAX: AVALX (0.63) vs VSCAX (0.48). AVALX was incepted earlier than VSCAX: AVALX (27 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. AVALX (2.00). 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 : 18.73 vs. VSCAX (14.87). AVALX return over 5 years is better than : 124.33 vs. VSCAX (73.99).
AVALXVSCAXAVALX / VSCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence27 years26 years-
Gain YTD7.5290.808932%
Front LoadN/AN/A-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets361M6.59B5%
Annual Yield % from dividends0.630.48131%
Returns for 1 year18.7314.87126%
Returns for 3 years28.4027.17105%
Returns for 5 years124.3373.99168%
Returns for 10 years217.6217.551,240%
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