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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets97.54M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
DCSVX vs VSCAX Comparison Chart
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DCSVX vs. VSCAX commentary
Jun 14, 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: 6.55B vs. DCSVX (97.5M). VSCAX pays higher dividends than DCSVX: VSCAX (0.37) 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 (1.12). 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 : 1.61 vs. DCSVX (-12.57). VSCAX return over 5 years is better than : 119.25 vs. DCSVX (12.59).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.24 | 1.12 | 200% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -5.254 | -2.169 | 242% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.5M | 6.55B | 1% |
| Annual Yield % from dividends | 0.04 | 0.37 | 11% |
| Returns for 1 year | -12.57 | 1.61 | -779% |
| Returns for 3 years | -11.64 | 30.91 | -38% |
| Returns for 5 years | 12.59 | 119.25 | 11% |
| Returns for 10 years | -20.86 | 12.16 | -172% |
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