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DRISX vs VSCAX
DRISX vs VSCAX Comparison
Open Charts DRISX vs VSCAX
Foundry Partners Sm Cp Val Instl
Price$18.42
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets292.36M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
DRISX vs VSCAX Comparison Chart
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DRISX vs. VSCAX commentary
Jan 19, 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 DRISX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.72B vs. DRISX (292M). DRISX pays higher dividends than VSCAX: DRISX (1.12) vs VSCAX (0.48). DRISX was incepted earlier than VSCAX: DRISX (17 years) vs VSCAX (26 years). DRISX is a more actively managed with annual turnover of: 115.98 vs. VSCAX (51.00). VSCAX has a lower initial minimum investment than DRISX: VSCAX (1000) vs DRISX (100000). VSCAX annual gain was more profitable for investors over the last year : 25.28 vs. DRISX (-8.42). VSCAX return over 5 years is better than : 74.58 vs. DRISX (-9.03).
| DRISX | VSCAX | DRISX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 3.833 | 4.892 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 6.72B | 4% |
| Annual Yield % from dividends | 1.12 | 0.48 | 234% |
| Returns for 1 year | -8.42 | 25.28 | -33% |
| Returns for 3 years | -19.47 | 30.32 | -64% |
| Returns for 5 years | -9.03 | 74.58 | -12% |
| Returns for 10 years | -3.93 | 35.60 | -11% |
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