AVALX
Price
$39.10
Change
-$1.53 (-3.77%)
Updated
Apr 3 closing price
Net Assets
440.85M
VSCAX
Price
$20.55
Change
-$1.97 (-8.75%)
Updated
Apr 3 closing price
Net Assets
6.34B
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AVALX vs VSCAX

Header iconAVALX vs VSCAX Comparison
Open Charts AVALX vs VSCAXBanner chart's image
Aegis Value I
Price$39.10
Change-$1.53 (-3.77%)
VolumeN/A
Net Assets440.85M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
AVALX vs VSCAX Comparison Chart
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AVALX vs. VSCAX commentary
Apr 04, 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: 6.35B vs. AVALX (441M). 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 : 11.46 vs. VSCAX (-1.20). AVALX return over 5 years is better than : 261.36 vs. VSCAX (216.20).
AVALXVSCAXAVALX / VSCAX
Total Expense Ratio1.461.12130%
Annual Report Gross Expense Ratio1.461.12130%
Fund Existence27 years26 years-
Gain YTD12.493-4.211-297%
Front LoadN/A6%-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets441M6.35B7%
Annual Yield % from dividends0.870.37238%
Returns for 1 year11.46-1.20-953%
Returns for 3 years19.2813.84139%
Returns for 5 years261.36216.20121%
Returns for 10 years237.819.772,435%
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