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VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$26.27
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets7.71B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$408.12
Change+$3.94 (+0.97%)
VolumeN/A
Net Assets1.45B
VSCAX vs VSMVX Comparison Chart in %
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VSCAX vs. VSMVX commentary
Oct 27, 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. VSMVX (1.45B). VSMVX pays higher dividends than VSCAX: VSMVX (1.74) vs VSCAX (0.32). VSCAX was incepted earlier than VSMVX: VSCAX (26 years) vs VSMVX (11 years). VSCAX (1.10) is less costly to investors than VSMVX (0.03). VSCAX (52.00) and VSMVX (52.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than VSMVX: VSCAX (1000) vs VSMVX (5000000). VSCAX (7.19) and VSMVX (7.06) have marching annual gain over last year. VSCAX return over 5 years is better than : 106.80 vs. VSMVX (69.12).
| VSCAX | VSMVX | VSCAX / VSMVX | |
| Total Expense Ratio | 1.10 | 0.03 | 3,667% |
| Annual Report Gross Expense Ratio | 1.10 | 0.03 | 3,667% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 11.740 | 4.672 | 251% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 1.45B | 531% |
| Annual Yield % from dividends | 0.32 | 1.74 | 18% |
| Returns for 1 year | 7.19 | 7.06 | 102% |
| Returns for 3 years | 47.62 | 25.25 | 189% |
| Returns for 5 years | 106.80 | 69.12 | 155% |
| Returns for 10 years | 45.88 | 114.23 | 40% |
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