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VSCAX vs VSFAX
VSCAX vs VSFAX Comparison
Open Charts VSCAX vs VSFAX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
Federated Hermes Clover Small Value A
Price$25.52
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets162.4M
VSCAX vs VSFAX Comparison Chart in %
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VSCAX vs. VSFAX commentary
Sep 08, 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 VSCAX is a Buy and VSFAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. VSFAX (162M). VSFAX pays higher dividends than VSCAX: VSFAX (0.92) vs VSCAX (0.32). VSCAX was incepted earlier than VSFAX: VSCAX (26 years) vs VSFAX (30 years). VSFAX (1.48) is less costly to investors than VSCAX (1.12). VSFAX is a more actively managed with annual turnover of: 76.00 vs. VSCAX (52.00). VSCAX (6%) and VSFAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than VSFAX: VSCAX (1000) vs VSFAX (1500). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. VSFAX (-1.16). VSCAX return over 5 years is better than : 116.87 vs. VSFAX (46.51).
| VSCAX | VSFAX | VSCAX / VSFAX | |
| Total Expense Ratio | 1.12 | 1.14 | 98% |
| Annual Report Gross Expense Ratio | 1.12 | 1.48 | 76% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 7.614 | 5.411 | 141% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 162M | 4,524% |
| Annual Yield % from dividends | 0.32 | 0.92 | 35% |
| Returns for 1 year | 12.12 | -1.16 | -1,048% |
| Returns for 3 years | 46.81 | 9.22 | 508% |
| Returns for 5 years | 116.87 | 46.51 | 251% |
| Returns for 10 years | 36.89 | 10.94 | 337% |
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