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VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
Victory Sycamore Small Company Opp R6
Price$40.96
Change-$3.28 (-7.41%)
VolumeN/A
Net Assets5.88B
VSCAX vs VSORX Comparison Chart
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VSCAX vs. VSORX commentary
Apr 04, 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 VSORX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. VSORX (5.88B). VSORX pays higher dividends than VSCAX: VSORX (0.91) 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 : -1.20 vs. VSORX (-8.83). VSCAX return over 5 years is better than : 216.20 vs. VSORX (54.22).
| 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 | -4.211 | -6.012 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 5.88B | 108% |
| Annual Yield % from dividends | 0.37 | 0.91 | 40% |
| Returns for 1 year | -1.20 | -8.83 | 14% |
| Returns for 3 years | 13.84 | -9.29 | -149% |
| Returns for 5 years | 216.20 | 54.22 | 399% |
| Returns for 10 years | 9.77 | N/A | - |
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