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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$11.68
Change+$0.06 (+0.52%)
VolumeN/A
Net Assets104.77M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
DCSVX vs VSCAX Comparison Chart
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DCSVX vs. VSCAX commentary
Jan 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 DCSVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.72B vs. DCSVX (105M). VSCAX pays higher dividends than DCSVX: VSCAX (0.48) vs DCSVX (0.00). DCSVX was incepted earlier than VSCAX: DCSVX (20 years) vs VSCAX (26 years). DCSVX is a more actively managed with annual turnover of: 95.00 vs. VSCAX (51.00). 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 : 25.28 vs. DCSVX (-1.73). VSCAX return over 5 years is better than : 74.58 vs. DCSVX (-9.41).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 2.277 | 4.892 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 6.72B | 2% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -1.73 | 25.28 | -7% |
| Returns for 3 years | -17.72 | 30.32 | -58% |
| Returns for 5 years | -9.41 | 74.58 | -13% |
| Returns for 10 years | -12.07 | 35.60 | -34% |
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