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VSCAX vs VSFCX
VSCAX vs VSFCX Comparison
Open Charts VSCAX vs VSFCX
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
Federated Hermes Clover Small Value C
Price$22.32
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets161.69M
VSCAX vs VSFCX Comparison Chart in %
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VSCAX vs. VSFCX commentary
Sep 16, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.44B vs. VSFCX (162M). VSCAX (0.32) and VSFCX (0.31) have matching dividends . VSCAX was incepted earlier than VSFCX: VSCAX (26 years) vs VSFCX (30 years). VSFCX (2.23) is less costly to investors than VSCAX (1.12). VSFCX is a more actively managed with annual turnover of: 76.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than VSFCX: VSCAX (1000) vs VSFCX (1500). VSCAX annual gain was more profitable for investors over the last year : 11.27 vs. VSFCX (-4.95). VSCAX return over 5 years is better than : 120.26 vs. VSFCX (36.92).
| VSCAX | VSFCX | VSCAX / VSFCX | |
| Total Expense Ratio | 1.12 | 1.96 | 57% |
| Annual Report Gross Expense Ratio | 1.12 | 2.23 | 50% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 9.017 | 4.482 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.44B | 162M | 4,591% |
| Annual Yield % from dividends | 0.32 | 0.31 | 105% |
| Returns for 1 year | 11.27 | -4.95 | -228% |
| Returns for 3 years | 47.88 | 2.40 | 1,998% |
| Returns for 5 years | 120.26 | 36.92 | 326% |
| Returns for 10 years | 42.33 | -1.58 | -2,685% |
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