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VSCAX vs VSOYX
VSCAX vs VSOYX Comparison
Open Charts VSCAX vs VSOYX
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
Victory Sycamore Small Company Opp Y
Price$40.62
Change-$3.26 (-7.43%)
VolumeN/A
Net Assets5.88B
VSCAX vs VSOYX Comparison Chart
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VSCAX vs. VSOYX commentary
Apr 05, 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 VSOYX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. VSOYX (5.88B). VSOYX pays higher dividends than VSCAX: VSOYX (0.81) 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 : -1.20 vs. VSOYX (-8.97). VSCAX return over 5 years is better than : 216.20 vs. VSOYX (53.24).
| 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 | -4.211 | -6.039 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 5.88B | 108% |
| Annual Yield % from dividends | 0.37 | 0.81 | 45% |
| Returns for 1 year | -1.20 | -8.97 | 13% |
| Returns for 3 years | 13.84 | -9.71 | -143% |
| Returns for 5 years | 216.20 | 53.24 | 406% |
| Returns for 10 years | 9.77 | 13.25 | 74% |
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