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VSCAX vs VSIAX
VSCAX vs VSIAX Comparison
Open Charts VSCAX vs VSIAX
Invesco Small Cap Value A
Price$23.98
Change-$0.09 (-0.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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VSCAX vs VSIAX Comparison Chart
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VSCAX vs. VSIAX commentary
Sep 21, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. VSCAX (5.62B). VSIAX pays higher dividends than VSCAX: VSIAX (2.01) vs VSCAX (0.48). VSCAX was incepted earlier than VSIAX: VSCAX (25 years) vs VSIAX (13 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. VSIAX (16.00). VSCAX has a lower initial minimum investment than VSIAX: VSCAX (1000) vs VSIAX (3000). VSCAX (22.55) and VSIAX (21.77) have marching annual gain over last year. VSCAX return over 5 years is better than : 75.32 vs. VSIAX (55.85).
| VSCAX | VSIAX | VSCAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 15.411 | 10.460 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.62B | 57.3B | 10% |
| Annual Yield % from dividends | 0.48 | 2.01 | 24% |
| Returns for 1 year | 22.55 | 21.77 | 104% |
| Returns for 3 years | 18.73 | 17.82 | 105% |
| Returns for 5 years | 75.32 | 55.85 | 135% |
| Returns for 10 years | 3.41 | 102.73 | 3% |