Ad is loading...
BSCRX vs VSCAX
BSCRX vs VSCAX Comparison
Open Charts BSCRX vs VSCAX
Brandes Small Cap Value R6
Price$13.90
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets103.53M
Invesco Small Cap Value A
Price$20.05
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.64B
BSCRX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSCRX vs. VSCAX commentary
Apr 18, 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: 5.64B vs. BSCRX (104M). BSCRX pays higher dividends than VSCAX: BSCRX (0.49) vs VSCAX (0.37). 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 : 0.80 vs. VSCAX (-7.09). VSCAX return over 5 years is better than : 138.84 vs. BSCRX (116.19).
| 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 | -13.514 | -14.802 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 5.64B | 2% |
| Annual Yield % from dividends | 0.49 | 0.37 | 134% |
| Returns for 1 year | 0.80 | -7.09 | -11% |
| Returns for 3 years | 19.33 | 3.95 | 489% |
| Returns for 5 years | 116.19 | 138.84 | 84% |
| Returns for 10 years | N/A | -2.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers