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VSCAX vs VSFCX
VSCAX vs VSFCX Comparison
Open Charts VSCAX vs VSFCX
Invesco Small Cap Value A
Price$24.11
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets6.89B
Federated Hermes Clover Small Value C
Price$20.76
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets153.39M
VSCAX vs VSFCX Comparison Chart in %
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VSCAX vs. VSFCX commentary
Aug 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 VSCAX is a Buy and VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.9B vs. VSFCX (153M). VSCAX (0.34) and VSFCX (0.32) have matching dividends . VSCAX was incepted earlier than VSFCX: VSCAX (26 years) vs VSFCX (29 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 : 9.97 vs. VSFCX (-8.70). VSCAX return over 5 years is better than : 106.61 vs. VSFCX (25.53).
| 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 | 29 years | - |
| Gain YTD | 1.914 | -3.455 | -55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 153M | 4,507% |
| Annual Yield % from dividends | 0.34 | 0.32 | 105% |
| Returns for 1 year | 9.97 | -8.70 | -115% |
| Returns for 3 years | 35.01 | -9.25 | -378% |
| Returns for 5 years | 106.61 | 25.53 | 418% |
| Returns for 10 years | 24.01 | -12.15 | -198% |
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