Interact to see
Advertisement
Advertisement
BSCAX vs VSCAX
BSCAX vs VSCAX Comparison
Open Charts BSCAX vs VSCAX
Brandes Small Cap Value A
Price$17.95
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets157.11M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.94B
BSCAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSCAX vs. VSCAX commentary
Jul 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 BSCAX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. BSCAX (157M). VSCAX pays higher dividends than BSCAX: VSCAX (0.35) vs BSCAX (0.23). BSCAX was incepted earlier than VSCAX: BSCAX (8 years) vs VSCAX (26 years). BSCAX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. BSCAX (22.02). BSCAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than BSCAX: VSCAX (1000) vs BSCAX (2500). BSCAX annual gain was more profitable for investors over the last year : 21.66 vs. VSCAX (4.42). VSCAX (133.94) and BSCAX (132.30) have equivalent 5 years return.
| BSCAX | VSCAX | BSCAX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 7.542 | 2.127 | 355% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 6.94B | 2% |
| Annual Yield % from dividends | 0.23 | 0.35 | 68% |
| Returns for 1 year | 21.66 | 4.42 | 490% |
| Returns for 3 years | 60.22 | 43.02 | 140% |
| Returns for 5 years | 132.30 | 133.94 | 99% |
| Returns for 10 years | N/A | 19.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement