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VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$26.39
Change+$0.15 (+0.57%)
VolumeN/A
Net Assets7.71B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$404.71
Change+$2.59 (+0.64%)
VolumeN/A
Net Assets1.43B
VSCAX vs VSMVX Comparison Chart in %
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VSCAX vs. VSMVX commentary
Oct 06, 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 Hold and VSMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. VSMVX (1.43B). 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 (1.12) 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 annual gain was more profitable for investors over the last year : 9.78 vs. VSMVX (7.93). VSCAX return over 5 years is better than : 129.32 vs. VSMVX (80.29).
| VSCAX | VSMVX | VSCAX / VSMVX | |
| Total Expense Ratio | 1.12 | 0.03 | 3,733% |
| Annual Report Gross Expense Ratio | 1.12 | 0.03 | 3,733% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 12.250 | 3.797 | 323% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.71B | 1.43B | 540% |
| Annual Yield % from dividends | 0.32 | 1.74 | 18% |
| Returns for 1 year | 9.78 | 7.93 | 123% |
| Returns for 3 years | 54.20 | 28.99 | 187% |
| Returns for 5 years | 129.32 | 80.29 | 161% |
| Returns for 10 years | 45.04 | 115.18 | 39% |
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