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AXVNX vs VSCAX
AXVNX vs VSCAX Comparison
Open Charts AXVNX vs VSCAX
Acclivity Small Cap Value N
Price$19.23
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets33.25M
Invesco Small Cap Value A
Price$25.67
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets7.49B
AXVNX vs VSCAX Comparison Chart in %
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AXVNX vs. VSCAX commentary
Sep 17, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. AXVNX (33.3M). 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 : 11.22 vs. AXVNX (0.59). VSCAX return over 5 years is better than : 121.58 vs. AXVNX (100.86).
| 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 | 3.158 | 9.485 | 33% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 7.49B | 0% |
| Annual Yield % from dividends | 0.93 | 0.32 | 286% |
| Returns for 1 year | 0.59 | 11.22 | 5% |
| Returns for 3 years | 29.22 | 48.51 | 60% |
| Returns for 5 years | 100.86 | 121.58 | 83% |
| Returns for 10 years | N/A | 42.94 | - |
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