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FSCWX vs VSCAX
FSCWX vs VSCAX Comparison
Open Charts FSCWX vs VSCAX
Nuveen Small Cap Value R6
Price$29.24
Change-$2.21 (-7.03%)
VolumeN/A
Net Assets273.53M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
FSCWX vs VSCAX Comparison Chart
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FSCWX vs. VSCAX commentary
Apr 04, 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 FSCWX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. FSCWX (274M). FSCWX pays higher dividends than VSCAX: FSCWX (1.71) vs VSCAX (0.37). FSCWX was incepted earlier than VSCAX: FSCWX (9 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FSCWX (0.87). VSCAX is a more actively managed with annual turnover of: 40.00 vs. FSCWX (23.00). VSCAX has a lower initial minimum investment than FSCWX: VSCAX (1000) vs FSCWX (1000000). FSCWX annual gain was more profitable for investors over the last year : 6.13 vs. VSCAX (-1.20). VSCAX return over 5 years is better than : 216.20 vs. FSCWX (152.51).
| FSCWX | VSCAX | FSCWX / VSCAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.87 | 1.12 | 78% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -4.291 | -4.211 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 6.35B | 4% |
| Annual Yield % from dividends | 1.71 | 0.37 | 467% |
| Returns for 1 year | 6.13 | -1.20 | -510% |
| Returns for 3 years | 11.29 | 13.84 | 82% |
| Returns for 5 years | 152.51 | 216.20 | 71% |
| Returns for 10 years | N/A | 9.77 | - |
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