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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$11.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets107.19M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.29B
DCSVX vs VSCAX Comparison Chart in %
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DCSVX vs. VSCAX commentary
Sep 06, 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: 7.29B vs. DCSVX (107M). 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 : 11.46 vs. DCSVX (-7.24). VSCAX return over 5 years is better than : 115.59 vs. DCSVX (16.32).
| 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 | 4.904 | 6.976 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 7.29B | 1% |
| Annual Yield % from dividends | 0.04 | 0.32 | 11% |
| Returns for 1 year | -7.24 | 11.46 | -63% |
| Returns for 3 years | -0.38 | 45.94 | -1% |
| Returns for 5 years | 16.32 | 115.59 | 14% |
| Returns for 10 years | -4.72 | 36.08 | -13% |
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