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VSCAX vs VSOYX
VSCAX vs VSOYX Comparison
Open Charts VSCAX vs VSOYX
Invesco Small Cap Value A
Price$22.81
Change+$0.30 (+1.33%)
VolumeN/A
Net Assets6.4B
Victory Sycamore Small Company Opp Y
Price$43.27
Change+$0.53 (+1.24%)
VolumeN/A
Net Assets5.55B
VSCAX vs VSOYX Comparison Chart
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VSCAX vs. VSOYX 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 VSOYX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.4B vs. VSOYX (5.55B). VSOYX pays higher dividends than VSCAX: VSOYX (0.83) vs VSCAX (0.37). VSCAX was incepted earlier than VSOYX: VSCAX (26 years) vs VSOYX (12 years). VSCAX (1.12) is less costly to investors than VSOYX (0.98). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSOYX (37.00). VSCAX has a lower initial minimum investment than VSOYX: VSCAX (1000) vs VSOYX (1000000). VSCAX annual gain was more profitable for investors over the last year : -1.12 vs. VSOYX (-9.39). VSCAX return over 5 years is better than : 91.18 vs. VSOYX (10.38).
| VSCAX | VSOYX | VSCAX / VSOYX | |
| Total Expense Ratio | 1.12 | 0.98 | 114% |
| Annual Report Gross Expense Ratio | 1.12 | 0.98 | 114% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | -4.254 | -8.480 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.4B | 5.55B | 115% |
| Annual Yield % from dividends | 0.37 | 0.83 | 44% |
| Returns for 1 year | -1.12 | -9.39 | 12% |
| Returns for 3 years | 14.82 | -12.03 | -123% |
| Returns for 5 years | 91.18 | 10.38 | 879% |
| Returns for 10 years | 10.89 | 11.19 | 97% |
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