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VSCAX vs VSOYX
VSCAX vs VSOYX Comparison
Open Charts VSCAX vs VSOYX
Invesco Small Cap Value A
Price$20.94
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets5.91B
Victory Sycamore Small Company Opp Y
Price$40.70
Change-$0.27 (-0.66%)
VolumeN/A
Net Assets5.38B
VSCAX vs VSOYX Comparison Chart
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VSCAX vs. VSOYX commentary
Apr 28, 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: 5.91B vs. VSOYX (5.38B). 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 : -5.06 vs. VSOYX (-12.43). VSCAX return over 5 years is better than : 150.28 vs. VSOYX (26.88).
| 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 | -10.932 | -12.848 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 5.38B | 110% |
| Annual Yield % from dividends | 0.37 | 0.81 | 45% |
| Returns for 1 year | -5.06 | -12.43 | 41% |
| Returns for 3 years | 15.36 | -12.60 | -122% |
| Returns for 5 years | 150.28 | 26.88 | 559% |
| Returns for 10 years | 2.06 | 5.51 | 37% |
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