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BSCMX vs VSCAX
BSCMX vs VSCAX Comparison
Open Charts BSCMX vs VSCAX
Brandes Small Cap Value I
Price$14.54
Change-$0.53 (-3.52%)
VolumeN/A
Net Assets105.53M
Invesco Small Cap Value A
Price$19.58
Change-$1.04 (-5.04%)
VolumeN/A
Net Assets5.8B
BSCMX vs VSCAX Comparison Chart
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BSCMX vs. VSCAX commentary
Apr 11, 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 BSCMX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.8B vs. BSCMX (106M). BSCMX pays higher dividends than VSCAX: BSCMX (0.40) vs VSCAX (0.37). BSCMX was incepted earlier than VSCAX: BSCMX (7 years) vs VSCAX (26 years). BSCMX (1.19) is less costly to investors than VSCAX (1.12). VSCAX (40.00) and BSCMX (38.36) have comparable annual turnover. VSCAX has a lower initial minimum investment than BSCMX: VSCAX (1000) vs BSCMX (100000). BSCMX annual gain was more profitable for investors over the last year : -0.38 vs. VSCAX (-8.01). VSCAX return over 5 years is better than : 131.69 vs. BSCMX (114.60).
| BSCMX | VSCAX | BSCMX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 1.19 | 1.12 | 106% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | -11.249 | -12.293 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 5.8B | 2% |
| Annual Yield % from dividends | 0.40 | 0.37 | 110% |
| Returns for 1 year | -0.38 | -8.01 | 5% |
| Returns for 3 years | 23.36 | 9.71 | 240% |
| Returns for 5 years | 114.60 | 131.69 | 87% |
| Returns for 10 years | N/A | 1.28 | - |
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