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VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
Victory Sycamore Small Company Opp R6
Price$43.63
Change+$0.53 (+1.23%)
VolumeN/A
Net Assets5.55B
VSCAX vs VSORX Comparison Chart
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VSCAX vs. VSORX commentary
Jun 07, 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: 6.4B vs. VSORX (5.55B). VSORX pays higher dividends than VSCAX: VSORX (0.92) vs VSCAX (0.37). 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 : -1.12 vs. VSORX (-9.25). VSCAX return over 5 years is better than : 91.18 vs. VSORX (11.06).
| 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 | -4.254 | -8.434 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 5.55B | 115% |
| Annual Yield % from dividends | 0.37 | 0.92 | 40% |
| Returns for 1 year | -1.12 | -9.25 | 12% |
| Returns for 3 years | 14.82 | -11.62 | -128% |
| Returns for 5 years | 91.18 | 11.06 | 824% |
| Returns for 10 years | 10.89 | N/A | - |
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