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DRSVX vs VSCAX
DRSVX vs VSCAX Comparison
Open Charts DRSVX vs VSCAX
Foundry Partnersl Sm Cp Val I
Price$15.76
Change+$1.30 (+8.99%)
VolumeN/A
Net Assets228.83M
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
DRSVX vs VSCAX Comparison Chart
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DRSVX vs. VSCAX commentary
Apr 11, 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 DRSVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. DRSVX (229M). DRSVX pays higher dividends than VSCAX: DRSVX (1.44) vs VSCAX (0.37). DRSVX was incepted earlier than VSCAX: DRSVX (21 years) vs VSCAX (26 years). DRSVX (1.30) is less costly to investors than VSCAX (1.12). DRSVX is a more actively managed with annual turnover of: 143.89 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than DRSVX: VSCAX (1000) vs DRSVX (2500). VSCAX annual gain was more profitable for investors over the last year : -17.67 vs. DRSVX (-35.21). VSCAX return over 5 years is better than : 111.12 vs. DRSVX (0.66).
| DRSVX | VSCAX | DRSVX / VSCAX | |
| Total Expense Ratio | 1.30 | 1.12 | 116% |
| Annual Report Gross Expense Ratio | 1.30 | 1.12 | 116% |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | -18.027 | -20.077 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 5.29B | 4% |
| Annual Yield % from dividends | 1.44 | 0.37 | 393% |
| Returns for 1 year | -35.21 | -17.67 | 199% |
| Returns for 3 years | -32.90 | -0.44 | 7,462% |
| Returns for 5 years | 0.66 | 111.12 | 1% |
| Returns for 10 years | -31.59 | -7.75 | 408% |
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