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STSVX vs VSCAX
STSVX vs VSCAX Comparison
Open Charts STSVX vs VSCAX
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
STSVX vs VSCAX Comparison Chart
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STSVX vs. VSCAX commentary
Apr 04, 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 STSVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. STSVX (63.1M). STSVX pays higher dividends than VSCAX: STSVX (1.70) vs VSCAX (0.37). STSVX was incepted earlier than VSCAX: STSVX (25 years) vs VSCAX (26 years). VSCAX (1.12) and STSVX (1.11) have similar cost to investors . STSVX is a more actively managed with annual turnover of: 44.75 vs. VSCAX (40.00). STSVX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -1.20 vs. STSVX (-11.23). VSCAX return over 5 years is better than : 216.20 vs. STSVX (46.28).
| STSVX | VSCAX | STSVX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.12 | 86% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | -4.322 | -4.211 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 6.35B | 1% |
| Annual Yield % from dividends | 1.70 | 0.37 | 464% |
| Returns for 1 year | -11.23 | -1.20 | 934% |
| Returns for 3 years | -24.81 | 13.84 | -179% |
| Returns for 5 years | 46.28 | 216.20 | 21% |
| Returns for 10 years | -26.78 | 9.77 | -274% |
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