DVZRX
Price
$69.47
Change
-$2.97 (-4.10%)
Updated
Dec 18 closing price
VSCAX
Price
$23.20
Change
-$0.93 (-3.85%)
Updated
Dec 18 closing price
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DVZRX vs VSCAX

Header iconDVZRX vs VSCAX Comparison
Open Charts DVZRX vs VSCAXBanner chart's image
Delaware Small Cap Value R6
Price$69.47
Change-$2.97 (-4.10%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.20
Change-$0.93 (-3.85%)
VolumeN/A
CapitalizationN/A
DVZRX vs VSCAX Comparison Chart
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DVZRX vs. VSCAX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. DVZRX (4.53B). DVZRX pays higher dividends than VSCAX: DVZRX (1.46) vs VSCAX (0.48). DVZRX was incepted earlier than VSCAX: DVZRX (9 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. DVZRX (27.00). 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 : 22.21 vs. DVZRX (6.13). VSCAX return over 5 years is better than : 70.83 vs. DVZRX (16.01).
DVZRXVSCAXDVZRX / VSCAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years26 years-
Gain YTD4.78019.20425%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.53B6.61B69%
Annual Yield % from dividends1.460.48306%
Returns for 1 year6.1322.2128%
Returns for 3 years-4.1540.10-10%
Returns for 5 years16.0170.8323%
Returns for 10 yearsN/A25.79-
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