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VSCAX vs VSMCX
VSCAX vs VSMCX Comparison
Open Charts VSCAX vs VSMCX
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
Invesco Small Cap Value C
Price$9.33
Change-$0.01 (-0.11%)
VolumeN/A
Net Assets6.14B
VSCAX vs VSMCX Comparison Chart
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VSCAX vs. VSMCX commentary
May 11, 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 VSMCX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX (6.15B) and VSMCX (6.15B) have equal amount of cash in the bank . VSCAX pays higher dividends than VSMCX: VSCAX (0.39) vs VSMCX (0.28). VSCAX was incepted earlier than VSMCX: VSCAX (26 years) vs VSMCX (26 years). VSMCX (1.87) is less costly to investors than VSCAX (1.12). VSCAX (40.00) and VSMCX (40.00) have comparable annual turnover. VSCAX (1000) and VSMCX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -6.30 vs. VSMCX (-14.65). VSCAX return over 5 years is better than : 128.89 vs. VSMCX (57.82).
| VSCAX | VSMCX | VSCAX / VSMCX | |
| Total Expense Ratio | 1.12 | 1.87 | 60% |
| Annual Report Gross Expense Ratio | 1.12 | 1.87 | 60% |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | -7.486 | -7.708 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.15B | 6.15B | 100% |
| Annual Yield % from dividends | 0.39 | 0.28 | 139% |
| Returns for 1 year | -6.30 | -14.65 | 43% |
| Returns for 3 years | 24.64 | -2.12 | -1,162% |
| Returns for 5 years | 128.89 | 57.82 | 223% |
| Returns for 10 years | 7.41 | -42.61 | -17% |
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