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DVZRX vs VSCAX
DVZRX vs VSCAX Comparison
Open Charts DVZRX vs VSCAX
Macquarie Small Cap Value R6
Price$63.00
Change+$4.88 (+8.40%)
VolumeN/A
Net Assets3.5B
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
DVZRX vs VSCAX Comparison Chart
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DVZRX 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 DVZRX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. DVZRX (3.5B). DVZRX pays higher dividends than VSCAX: DVZRX (1.40) vs VSCAX (0.37). DVZRX was incepted earlier than VSCAX: DVZRX (9 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than DVZRX (0.71). VSCAX is a more actively managed with annual turnover of: 40.00 vs. DVZRX (19.00). DVZRX has a lower initial minimum investment than VSCAX: DVZRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -17.67 vs. DVZRX (-19.49). VSCAX return over 5 years is better than : 111.12 vs. DVZRX (32.36).
| DVZRX | VSCAX | DVZRX / VSCAX | |
| Total Expense Ratio | 0.71 | 1.12 | 63% |
| Annual Report Gross Expense Ratio | 0.71 | 1.12 | 63% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -16.912 | -20.077 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.5B | 5.29B | 66% |
| Annual Yield % from dividends | 1.40 | 0.37 | 384% |
| Returns for 1 year | -19.49 | -17.67 | 110% |
| Returns for 3 years | -20.90 | -0.44 | 4,741% |
| Returns for 5 years | 32.36 | 111.12 | 29% |
| Returns for 10 years | N/A | -7.75 | - |
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