Ad is loading...
VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$23.41
Change+$0.25 (+1.08%)
VolumeN/A
CapitalizationN/A
Victory Sycamore Small Company Opp R6
Price$46.92
Change+$0.19 (+0.41%)
VolumeN/A
CapitalizationN/A
VSCAX vs VSORX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. VSORX commentary
Dec 24, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSORX (6.56B) and VSCAX (6.33B) have equal amount of cash in the bank . VSORX pays higher dividends than VSCAX: VSORX (0.72) vs VSCAX (0.48). VSCAX was incepted earlier than VSORX: VSCAX (26 years) vs VSORX (9 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. VSORX (32.00). 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 : 16.45 vs. VSORX (-1.72). VSCAX return over 5 years is better than : 65.61 vs. VSORX (5.68).
| VSCAX | VSORX | VSCAX / VSORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 15.647 | -2.028 | -772% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.33B | 6.56B | 96% |
| Annual Yield % from dividends | 0.48 | 0.72 | 66% |
| Returns for 1 year | 16.45 | -1.72 | -955% |
| Returns for 3 years | 33.77 | -5.04 | -670% |
| Returns for 5 years | 65.61 | 5.68 | 1,155% |
| Returns for 10 years | 20.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OAZWX | 22.10 | 0.18 | +0.82% |
| Oakmark Global Select R6 | |||
| MISIX | 14.80 | 0.11 | +0.75% |
| Victory Trivalent International Sm-Cp I | |||
| FBGRX | 230.68 | 0.98 | +0.43% |
| Fidelity Blue Chip Growth | |||
| BRKVX | 13.81 | 0.01 | +0.07% |
| MFS Blended Research Em Mkts Eq R6 | |||
| EQIRX | 11.86 | -0.01 | -0.10% |
| Allspring Emerging Markets Eq Inc R6 | |||