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BSCAX vs VSCAX
BSCAX vs VSCAX Comparison
Open Charts BSCAX vs VSCAX
Brandes Small Cap Value A
Price$17.48
Change+$0.22 (+1.27%)
VolumeN/A
Net Assets166.9M
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
BSCAX vs VSCAX Comparison Chart in %
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BSCAX vs. VSCAX commentary
Aug 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 BSCAX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. BSCAX (167M). VSCAX pays higher dividends than BSCAX: VSCAX (0.34) 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: 52.00 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 : 18.67 vs. VSCAX (11.93). BSCAX (106.84) and VSCAX (104.71) 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 | 3.408 | 0.978 | 348% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 6.83B | 2% |
| Annual Yield % from dividends | 0.23 | 0.34 | 68% |
| Returns for 1 year | 18.67 | 11.93 | 156% |
| Returns for 3 years | 42.98 | 33.55 | 128% |
| Returns for 5 years | 106.84 | 104.71 | 102% |
| Returns for 10 years | N/A | 20.95 | - |
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