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BSCRX vs VSCAX
BSCRX vs VSCAX Comparison
Open Charts BSCRX vs VSCAX
Brandes Small Cap Value R6
Price$15.67
Change-$0.32 (-2.00%)
VolumeN/A
Net Assets129.08M
Invesco Small Cap Value A
Price$22.00
Change-$0.51 (-2.27%)
VolumeN/A
Net Assets6.38B
BSCRX vs VSCAX Comparison Chart
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BSCRX vs. VSCAX commentary
May 22, 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 BSCRX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.38B vs. BSCRX (129M). BSCRX pays higher dividends than VSCAX: BSCRX (0.51) vs VSCAX (0.39). BSCRX was incepted earlier than VSCAX: BSCRX (7 years) vs VSCAX (26 years). BSCRX (1.28) is less costly to investors than VSCAX (1.12). VSCAX (40.00) and BSCRX (38.36) have comparable annual turnover. VSCAX has a lower initial minimum investment than BSCRX: VSCAX (1000) vs BSCRX (1000000). BSCRX annual gain was more profitable for investors over the last year : 9.55 vs. VSCAX (-4.70). VSCAX (135.42) and BSCRX (130.96) have equivalent 5 years return.
| BSCRX | VSCAX | BSCRX / VSCAX | |
| Total Expense Ratio | 0.73 | 1.12 | 65% |
| Annual Report Gross Expense Ratio | 1.28 | 1.12 | 114% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 0.503 | -4.254 | -12% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129M | 6.38B | 2% |
| Annual Yield % from dividends | 0.51 | 0.39 | 133% |
| Returns for 1 year | 9.55 | -4.70 | -203% |
| Returns for 3 years | 50.04 | 27.12 | 184% |
| Returns for 5 years | 130.96 | 135.42 | 97% |
| Returns for 10 years | N/A | 9.82 | - |
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