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VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$23.96
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets6.83B
Victory Sycamore Small Company Opp R6
Price$44.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
VSCAX vs VSORX Comparison Chart in %
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VSCAX vs. VSORX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.83B vs. VSORX (5.37B). VSORX pays higher dividends than VSCAX: VSORX (0.88) vs VSCAX (0.34). VSCAX was incepted earlier than VSORX: VSCAX (26 years) vs VSORX (10 years). VSCAX (1.12) is less costly to investors than VSORX (0.85). VSCAX is a more actively managed with annual turnover of: 52.00 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 : 11.93 vs. VSORX (-4.75). VSCAX return over 5 years is better than : 104.71 vs. VSORX (16.45).
| 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 | 10 years | - |
| Gain YTD | 0.978 | -4.716 | -21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 5.37B | 127% |
| Annual Yield % from dividends | 0.34 | 0.88 | 39% |
| Returns for 1 year | 11.93 | -4.75 | -251% |
| Returns for 3 years | 33.55 | -6.65 | -504% |
| Returns for 5 years | 104.71 | 16.45 | 637% |
| Returns for 10 years | 20.95 | N/A | - |
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