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BSCAX vs VSCAX
BSCAX vs VSCAX Comparison
Open Charts BSCAX vs VSCAX
Brandes Small Cap Value A
Price$16.03
Change+$0.39 (+2.49%)
VolumeN/A
Net Assets118.99M
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
BSCAX vs VSCAX Comparison Chart
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BSCAX vs. VSCAX commentary
May 10, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. BSCAX (119M). VSCAX pays higher dividends than BSCAX: VSCAX (0.39) vs BSCAX (0.27). BSCAX was incepted earlier than VSCAX: BSCAX (7 years) vs VSCAX (26 years). BSCAX (1.39) is less costly to investors than VSCAX (1.12). VSCAX (40.00) and BSCAX (38.36) have comparable annual turnover. 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 : 4.00 vs. VSCAX (-6.91). VSCAX return over 5 years is better than : 124.47 vs. BSCAX (115.91).
| BSCAX | VSCAX | BSCAX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -6.459 | -9.273 | 70% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119M | 6.03B | 2% |
| Annual Yield % from dividends | 0.27 | 0.39 | 71% |
| Returns for 1 year | 4.00 | -6.91 | -58% |
| Returns for 3 years | 37.97 | 21.82 | 174% |
| Returns for 5 years | 115.91 | 124.47 | 93% |
| Returns for 10 years | N/A | 4.67 | - |
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