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SMVSX vs VSCAX
SMVSX vs VSCAX Comparison
Open Charts SMVSX vs VSCAX
Invesco Small Cap Value R6
Price$29.70
Change+$0.34 (+1.16%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.82
Change+$0.30 (+1.13%)
VolumeN/A
CapitalizationN/A
SMVSX vs VSCAX Comparison Chart
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SMVSX vs. VSCAX commentary
Nov 23, 2024
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 SMVSX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
SMVSX (6.49B) and VSCAX (6.49B) have equal amount of cash in the bank . SMVSX pays higher dividends than VSCAX: SMVSX (0.70) vs VSCAX (0.48). SMVSX was incepted earlier than VSCAX: SMVSX (8 years) vs VSCAX (25 years). SMVSX (51.00) and VSCAX (51.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than SMVSX: VSCAX (1000) vs SMVSX (1000000). SMVSX (39.79) and VSCAX (38.73) have marching annual gain over last year. SMVSX return over 5 years is better than : 101.38 vs. VSCAX (91.82).
| SMVSX | VSCAX | SMVSX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 30.955 | 30.576 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.49B | 6.49B | 100% |
| Annual Yield % from dividends | 0.70 | 0.48 | 147% |
| Returns for 1 year | 39.79 | 38.73 | 103% |
| Returns for 3 years | 26.95 | 22.47 | 120% |
| Returns for 5 years | 101.38 | 91.82 | 110% |
| Returns for 10 years | N/A | 18.09 | - |
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