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DVZRX vs VSCAX
DVZRX vs VSCAX Comparison
Open Charts DVZRX vs VSCAX
Macquarie Small Cap Value R6
Price$68.57
Change+$0.96 (+1.42%)
VolumeN/A
Net Assets3.99B
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
DVZRX vs VSCAX Comparison Chart
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DVZRX vs. VSCAX commentary
Jun 07, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.4B vs. DVZRX (3.99B). DVZRX pays higher dividends than VSCAX: DVZRX (1.39) 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 (0.70). 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 : -1.12 vs. DVZRX (-4.47). VSCAX return over 5 years is better than : 91.18 vs. DVZRX (32.11).
| DVZRX | VSCAX | DVZRX / VSCAX | |
| Total Expense Ratio | 0.70 | 1.12 | 62% |
| Annual Report Gross Expense Ratio | 0.70 | 1.12 | 62% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -1.973 | -4.254 | 46% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.99B | 6.4B | 62% |
| Annual Yield % from dividends | 1.39 | 0.37 | 378% |
| Returns for 1 year | -4.47 | -1.12 | 401% |
| Returns for 3 years | -9.85 | 14.82 | -66% |
| Returns for 5 years | 32.11 | 91.18 | 35% |
| Returns for 10 years | N/A | 10.89 | - |
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