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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$11.99
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets95.86M
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
DCSVX vs VSCAX Comparison Chart in %
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DCSVX vs. VSCAX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.5B vs. DCSVX (95.9M). 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 (1.12). 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 : 7.66 vs. DCSVX (-8.15). VSCAX return over 5 years is better than : 139.01 vs. DCSVX (26.51).
| 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 | 6.130 | 9.358 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9M | 7.5B | 1% |
| Annual Yield % from dividends | 0.04 | 0.32 | 11% |
| Returns for 1 year | -8.15 | 7.66 | -106% |
| Returns for 3 years | 8.45 | 64.05 | 13% |
| Returns for 5 years | 26.51 | 139.01 | 19% |
| Returns for 10 years | -0.37 | 50.80 | -1% |
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