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BSCMX vs VSCAX
BSCMX vs VSCAX Comparison
Open Charts BSCMX vs VSCAX
Brandes Small Cap Value I
Price$16.76
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets122.14M
Invesco Small Cap Value A
Price$21.99
Change-$0.77 (-3.38%)
VolumeN/A
Net Assets6.36B
BSCMX vs VSCAX Comparison Chart
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BSCMX vs. VSCAX commentary
Mar 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: 6.36B vs. BSCMX (122M). BSCMX pays higher dividends than VSCAX: BSCMX (0.44) vs VSCAX (0.35). 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 : 13.03 vs. VSCAX (4.46). BSCMX return over 5 years is better than : 127.01 vs. VSCAX (106.46).
| 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 | -1.296 | -3.190 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 6.36B | 2% |
| Annual Yield % from dividends | 0.44 | 0.35 | 126% |
| Returns for 1 year | 13.03 | 4.46 | 292% |
| Returns for 3 years | 34.74 | 25.59 | 136% |
| Returns for 5 years | 127.01 | 106.46 | 119% |
| Returns for 10 years | N/A | 14.86 | - |
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