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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$9.77
Change-$0.72 (-6.86%)
VolumeN/A
Net Assets96.36M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
DCSVX vs VSCAX Comparison Chart
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DCSVX vs. VSCAX commentary
Apr 04, 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 DCSVX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. DCSVX (96.4M). VSCAX pays higher dividends than DCSVX: VSCAX (0.37) vs DCSVX (0.04). DCSVX was incepted earlier than VSCAX: DCSVX (20 years) vs VSCAX (26 years). DCSVX (2.35) is less costly to investors than VSCAX (1.12). DCSVX is a more actively managed with annual turnover of: 159.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than DCSVX: VSCAX (1000) vs DCSVX (5000). VSCAX annual gain was more profitable for investors over the last year : -1.20 vs. DCSVX (-17.57). VSCAX return over 5 years is better than : 216.20 vs. DCSVX (39.41).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | 2.35 | 1.12 | 210% |
| Annual Report Gross Expense Ratio | 2.35 | 1.12 | 210% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | -8.144 | -4.211 | 193% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 6.35B | 2% |
| Annual Yield % from dividends | 0.04 | 0.37 | 11% |
| Returns for 1 year | -17.57 | -1.20 | 1,461% |
| Returns for 3 years | -24.40 | 13.84 | -176% |
| Returns for 5 years | 39.41 | 216.20 | 18% |
| Returns for 10 years | -25.13 | 9.77 | -257% |
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