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PEVAX vs VSCAX
PEVAX vs VSCAX Comparison
Open Charts PEVAX vs VSCAX
PACE Small/Medium Co Value Equity A
Price$16.97
Change+$0.20 (+1.19%)
VolumeN/A
Net AssetsN/A
Invesco Small Cap Value A
Price$24.67
Change+$0.43 (+1.77%)
VolumeN/A
Net Assets6.68B
PEVAX vs VSCAX Comparison Chart
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PEVAX vs. VSCAX commentary
Jan 31, 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 PEVAX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX (0.48) and PEVAX (0.46) have matching dividends . PEVAX was incepted earlier than VSCAX: PEVAX (24 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. PEVAX (36.00). PEVAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 23.51 vs. PEVAX (-4.73). VSCAX return over 5 years is better than : 85.96 vs. PEVAX (-8.90).
| PEVAX | VSCAX | PEVAX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 2.883 | 4.934 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 6.68B | - |
| Annual Yield % from dividends | 0.46 | 0.48 | 97% |
| Returns for 1 year | -4.73 | 23.51 | -20% |
| Returns for 3 years | -22.92 | 36.58 | -63% |
| Returns for 5 years | -8.90 | 85.96 | -10% |
| Returns for 10 years | -9.65 | 32.92 | -29% |
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