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BSCMX vs VSCAX
BSCMX vs VSCAX Comparison
Open Charts BSCMX vs VSCAX
Brandes Small Cap Value I
Price$17.25
Change-$0.17 (-0.98%)
VolumeN/A
Net Assets139.56M
Invesco Small Cap Value A
Price$22.79
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets6.54B
BSCMX vs VSCAX Comparison Chart in %
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BSCMX vs. VSCAX commentary
Jun 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.54B vs. BSCMX (140M). BSCMX (0.38) and VSCAX (0.37) have matching dividends . 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 is a more actively managed with annual turnover of: 40.00 vs. BSCMX (22.02). 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 : 15.00 vs. VSCAX (0.51). BSCMX (118.92) and VSCAX (114.67) have equivalent 5 years return.
| 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 | 2.591 | -3.403 | -76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140M | 6.54B | 2% |
| Annual Yield % from dividends | 0.38 | 0.37 | 103% |
| Returns for 1 year | 15.00 | 0.51 | 2,942% |
| Returns for 3 years | 60.02 | 37.05 | 162% |
| Returns for 5 years | 118.92 | 114.67 | 104% |
| Returns for 10 years | N/A | 9.79 | - |
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