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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$10.37
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets93.76M
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
DCSVX vs VSCAX Comparison Chart
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DCSVX vs. VSCAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. DCSVX (93.8M). VSCAX pays higher dividends than DCSVX: VSCAX (0.39) vs DCSVX (0.04). DCSVX was incepted earlier than VSCAX: DCSVX (20 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 : -5.79 vs. DCSVX (-18.07). VSCAX return over 5 years is better than : 130.08 vs. DCSVX (14.51).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.12 | 200% |
| Annual Report Gross Expense Ratio | 2.24 | 1.12 | 200% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | -8.844 | -6.423 | 138% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 6.23B | 2% |
| Annual Yield % from dividends | 0.04 | 0.39 | 11% |
| Returns for 1 year | -18.07 | -5.79 | 312% |
| Returns for 3 years | -18.13 | 21.93 | -83% |
| Returns for 5 years | 14.51 | 130.08 | 11% |
| Returns for 10 years | -23.35 | 7.33 | -318% |
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