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VSCAX vs VSIAX
VSCAX vs VSIAX Comparison
Open Charts VSCAX vs VSIAX
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
Vanguard Small Cap Value Index Admiral
Price$79.82
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets51.69B
VSCAX vs VSIAX Comparison Chart
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VSCAX vs. VSIAX commentary
May 12, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. VSCAX (6.14B). VSIAX pays higher dividends than VSCAX: VSIAX (2.34) vs VSCAX (0.39). VSCAX was incepted earlier than VSIAX: VSCAX (26 years) vs VSIAX (14 years). VSCAX (1.12) is less costly to investors than VSIAX (0.07). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSIAX (16.00). VSCAX has a lower initial minimum investment than VSIAX: VSCAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -0.87 vs. VSCAX (-6.39). VSCAX return over 5 years is better than : 128.68 vs. VSIAX (88.60).
| VSCAX | VSIAX | VSCAX / VSIAX | |
| Total Expense Ratio | 1.12 | 0.07 | 1,600% |
| Annual Report Gross Expense Ratio | 1.12 | 0.07 | 1,600% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | -7.571 | -6.127 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 51.7B | 12% |
| Annual Yield % from dividends | 0.39 | 2.34 | 16% |
| Returns for 1 year | -6.39 | -0.87 | 738% |
| Returns for 3 years | 24.53 | 18.96 | 129% |
| Returns for 5 years | 128.68 | 88.60 | 145% |
| Returns for 10 years | 7.31 | 79.24 | 9% |
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