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BSCAX vs VSCAX
BSCAX vs VSCAX Comparison
Open Charts BSCAX vs VSCAX
Brandes Small Cap Value A
Price$17.26
Change+$0.26 (+1.53%)
VolumeN/A
Net Assets134.98M
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
BSCAX vs VSCAX Comparison Chart
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BSCAX vs. VSCAX commentary
Jun 07, 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: 6.4B vs. BSCAX (135M). VSCAX pays higher dividends than BSCAX: VSCAX (0.37) vs BSCAX (0.25). 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 : 12.96 vs. VSCAX (-1.12). BSCAX return over 5 years is better than : 98.05 vs. VSCAX (91.18).
| 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 | 1.675 | -4.254 | -39% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135M | 6.4B | 2% |
| Annual Yield % from dividends | 0.25 | 0.37 | 67% |
| Returns for 1 year | 12.96 | -1.12 | -1,161% |
| Returns for 3 years | 42.80 | 14.82 | 289% |
| Returns for 5 years | 98.05 | 91.18 | 108% |
| Returns for 10 years | N/A | 10.89 | - |
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