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PVFIX vs VSCAX
PVFIX vs VSCAX Comparison
Open Charts PVFIX vs VSCAX
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
PVFIX vs VSCAX Comparison Chart
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PVFIX vs. VSCAX commentary
May 23, 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 PVFIX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. PVFIX (32.5M). PVFIX pays higher dividends than VSCAX: PVFIX (2.10) vs VSCAX (0.39). PVFIX was incepted earlier than VSCAX: PVFIX (22 years) vs VSCAX (26 years). PVFIX (1.62) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. PVFIX (21.72). VSCAX has a lower initial minimum investment than PVFIX: VSCAX (1000) vs PVFIX (2500). VSCAX annual gain was more profitable for investors over the last year : -5.79 vs. PVFIX (-13.54). VSCAX return over 5 years is better than : 130.08 vs. PVFIX (48.21).
| PVFIX | VSCAX | PVFIX / VSCAX | |
| Total Expense Ratio | 1.32 | 1.12 | 118% |
| Annual Report Gross Expense Ratio | 1.62 | 1.12 | 145% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -6.691 | -6.423 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.5M | 6.23B | 1% |
| Annual Yield % from dividends | 2.10 | 0.39 | 545% |
| Returns for 1 year | -13.54 | -5.79 | 234% |
| Returns for 3 years | 4.90 | 21.93 | 22% |
| Returns for 5 years | 48.21 | 130.08 | 37% |
| Returns for 10 years | -7.83 | 7.33 | -107% |
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