Interact to see
Advertisement
Advertisement
AXVNX vs VSCAX
AXVNX vs VSCAX Comparison
Open Charts AXVNX vs VSCAX
Acclivity Small Cap Value N
Price$19.36
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets33.19M
Invesco Small Cap Value A
Price$26.47
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets7.71B
AXVNX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AXVNX vs. VSCAX commentary
Oct 08, 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 AXVNX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. AXVNX (33.2M). AXVNX pays higher dividends than VSCAX: AXVNX (0.93) vs VSCAX (0.32). AXVNX was incepted earlier than VSCAX: AXVNX (7 years) vs VSCAX (26 years). AXVNX (1.27) is less costly to investors than VSCAX (1.12). AXVNX is a more actively managed with annual turnover of: 96.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than AXVNX: VSCAX (1000) vs AXVNX (5000). VSCAX annual gain was more profitable for investors over the last year : 7.81 vs. AXVNX (0.23). VSCAX return over 5 years is better than : 117.03 vs. AXVNX (94.63).
| AXVNX | VSCAX | AXVNX / VSCAX | |
| Total Expense Ratio | 0.73 | 1.12 | 65% |
| Annual Report Gross Expense Ratio | 1.27 | 1.12 | 113% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 4.122 | 12.250 | 34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 7.71B | 0% |
| Annual Yield % from dividends | 0.93 | 0.32 | 294% |
| Returns for 1 year | 0.23 | 7.81 | 3% |
| Returns for 3 years | 34.39 | 57.66 | 60% |
| Returns for 5 years | 94.63 | 117.03 | 81% |
| Returns for 10 years | N/A | 42.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement