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SMVSX vs VSCAX
SMVSX vs VSCAX Comparison
Open Charts SMVSX vs VSCAX
Invesco Small Cap Value R6
Price$26.04
Change+$0.28 (+1.09%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
SMVSX vs VSCAX Comparison Chart
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SMVSX vs. VSCAX commentary
Dec 24, 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 (6.33B) and VSCAX (6.33B) 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 (26 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 annual gain was more profitable for investors over the last year : 17.68 vs. VSCAX (16.45). SMVSX return over 5 years is better than : 74.86 vs. VSCAX (65.61).
| SMVSX | VSCAX | SMVSX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 16.837 | 15.647 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 6.33B | 100% |
| Annual Yield % from dividends | 0.70 | 0.48 | 147% |
| Returns for 1 year | 17.68 | 16.45 | 107% |
| Returns for 3 years | 37.94 | 33.77 | 112% |
| Returns for 5 years | 74.86 | 65.61 | 114% |
| Returns for 10 years | N/A | 20.48 | - |
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