Interact to see
Advertisement
Advertisement
DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$11.85
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets93.98M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
DCSVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DCSVX vs. VSCAX commentary
Oct 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 DCSVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. DCSVX (94M). VSCAX pays higher dividends than DCSVX: VSCAX (0.32) vs DCSVX (0.04). DCSVX was incepted earlier than VSCAX: DCSVX (21 years) vs VSCAX (26 years). DCSVX (2.24) is less costly to investors than VSCAX (1.10). DCSVX is a more actively managed with annual turnover of: 159.00 vs. VSCAX (52.00). 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 : 2.97 vs. DCSVX (-12.44). VSCAX return over 5 years is better than : 107.55 vs. DCSVX (11.80).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.10 | 204% |
| Annual Report Gross Expense Ratio | 2.24 | 1.10 | 204% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 3.853 | 9.613 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 7.55B | 1% |
| Annual Yield % from dividends | 0.04 | 0.32 | 11% |
| Returns for 1 year | -12.44 | 2.97 | -419% |
| Returns for 3 years | -1.62 | 50.58 | -3% |
| Returns for 5 years | 11.80 | 107.55 | 11% |
| Returns for 10 years | -9.49 | 39.88 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement