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PVCMX vs VSCAX
PVCMX vs VSCAX Comparison
Open Charts PVCMX vs VSCAX
Palm Valley Capital Investor
Price$12.18
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets258.37M
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
PVCMX vs VSCAX Comparison Chart
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PVCMX vs. VSCAX commentary
May 12, 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 PVCMX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. PVCMX (258M). PVCMX pays higher dividends than VSCAX: PVCMX (3.70) vs VSCAX (0.39). PVCMX was incepted earlier than VSCAX: PVCMX (6 years) vs VSCAX (26 years). PVCMX (1.47) is less costly to investors than VSCAX (1.12). PVCMX is a more actively managed with annual turnover of: 64.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PVCMX: VSCAX (1000) vs PVCMX (2500). PVCMX annual gain was more profitable for investors over the last year : -0.63 vs. VSCAX (-6.39). VSCAX return over 5 years is better than : 128.68 vs. PVCMX (20.11).
| PVCMX | VSCAX | PVCMX / VSCAX | |
| Total Expense Ratio | 1.26 | 1.12 | 113% |
| Annual Report Gross Expense Ratio | 1.47 | 1.12 | 131% |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | -0.082 | -7.571 | 1% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 6.14B | 4% |
| Annual Yield % from dividends | 3.70 | 0.39 | 961% |
| Returns for 1 year | -0.63 | -6.39 | 10% |
| Returns for 3 years | 8.51 | 24.53 | 35% |
| Returns for 5 years | 20.11 | 128.68 | 16% |
| Returns for 10 years | N/A | 7.31 | - |
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