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VRTVX vs VSCAX
VRTVX vs VSCAX Comparison
Open Charts VRTVX vs VSCAX
Vanguard Russell 2000 Value Index I
Price$311.21
Change+$2.58 (+0.84%)
VolumeN/A
Net Assets877.88M
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
VRTVX vs VSCAX Comparison Chart in %
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VRTVX vs. VSCAX commentary
Oct 09, 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 VRTVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. VRTVX (878M). VRTVX pays higher dividends than VSCAX: VRTVX (1.87) vs VSCAX (0.32). VRTVX was incepted earlier than VSCAX: VRTVX (13 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than VRTVX (0.07). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VRTVX (24.00). VSCAX has a lower initial minimum investment than VRTVX: VSCAX (1000) vs VRTVX (5000000). VRTVX (9.03) and VSCAX (9.03) have marching annual gain over last year. VSCAX return over 5 years is better than : 112.98 vs. VRTVX (68.08).
| VRTVX | VSCAX | VRTVX / VSCAX | |
| Total Expense Ratio | 0.07 | 1.12 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.12 | 6% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 8.373 | 12.037 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 7.61B | 12% |
| Annual Yield % from dividends | 1.87 | 0.32 | 590% |
| Returns for 1 year | 9.03 | 9.03 | 100% |
| Returns for 3 years | 37.12 | 57.36 | 65% |
| Returns for 5 years | 68.08 | 112.98 | 60% |
| Returns for 10 years | 97.80 | 42.22 | 232% |
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