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VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$21.75
Change+$0.42 (+1.97%)
VolumeN/A
Net Assets6.02B
Victory Sycamore Small Company Opp R6
Price$42.41
Change+$0.72 (+1.73%)
VolumeN/A
Net Assets5.44B
VSCAX vs VSORX Comparison Chart
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VSCAX vs. VSORX commentary
May 09, 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 VSORX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.03B vs. VSORX (5.44B). VSORX pays higher dividends than VSCAX: VSORX (0.96) vs VSCAX (0.39). VSCAX was incepted earlier than VSORX: VSCAX (26 years) vs VSORX (9 years). VSCAX (1.12) is less costly to investors than VSORX (0.85). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSORX (37.00). VSORX has a lower initial minimum investment than VSCAX: VSORX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -6.91 vs. VSORX (-13.31). VSCAX return over 5 years is better than : 124.47 vs. VSORX (22.53).
| VSCAX | VSORX | VSCAX / VSORX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.12 | 0.85 | 132% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | -9.273 | -11.430 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.03B | 5.44B | 111% |
| Annual Yield % from dividends | 0.39 | 0.96 | 40% |
| Returns for 1 year | -6.91 | -13.31 | 52% |
| Returns for 3 years | 21.82 | -9.32 | -234% |
| Returns for 5 years | 124.47 | 22.53 | 552% |
| Returns for 10 years | 4.67 | N/A | - |
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