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PEVAX vs VSCAX
PEVAX vs VSCAX Comparison
Open Charts PEVAX vs VSCAX
PACE Small/Medium Co Value Equity A
Price$14.21
Change+$1.20 (+9.22%)
VolumeN/A
Net AssetsN/A
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
PEVAX vs VSCAX Comparison Chart
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PEVAX 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 PEVAX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
PEVAX pays higher dividends than VSCAX: PEVAX (0.74) vs VSCAX (0.37). PEVAX was incepted earlier than VSCAX: PEVAX (24 years) vs VSCAX (26 years). PEVAX (1.29) is less costly to investors than VSCAX (1.12). PEVAX is a more actively managed with annual turnover of: 119.00 vs. VSCAX (40.00). PEVAX (6%) and VSCAX (6%) have equivalent initial investment costs. PEVAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -17.67 vs. PEVAX (-31.11). VSCAX return over 5 years is better than : 111.12 vs. PEVAX (-4.84).
| PEVAX | VSCAX | PEVAX / VSCAX | |
| Total Expense Ratio | 1.29 | 1.12 | 115% |
| Annual Report Gross Expense Ratio | 1.29 | 1.12 | 115% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -20.184 | -20.077 | 101% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 5.29B | - |
| Annual Yield % from dividends | 0.74 | 0.37 | 202% |
| Returns for 1 year | -31.11 | -17.67 | 176% |
| Returns for 3 years | -39.68 | -0.44 | 9,002% |
| Returns for 5 years | -4.84 | 111.12 | -4% |
| Returns for 10 years | -35.30 | -7.75 | 456% |
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