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VSCAX vs WPGSX
VSCAX vs WPGSX Comparison
Open Charts VSCAX vs WPGSX
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
WPG Partners Select Small Cap Value Ins
Price$10.10
Change-$0.19 (-1.85%)
VolumeN/A
Net Assets163.91M
VSCAX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. WPGSX (164M). VSCAX pays higher dividends than WPGSX: VSCAX (0.37) vs WPGSX (0.10). VSCAX was incepted earlier than WPGSX: VSCAX (26 years) vs WPGSX (3 years). WPGSX (1.13) and VSCAX (1.12) have similar cost to investors . WPGSX is a more actively managed with annual turnover of: 160.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than WPGSX: VSCAX (1000) vs WPGSX (100000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. WPGSX (-10.47).
| VSCAX | WPGSX | VSCAX / WPGSX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.13 | 99% |
| Fund Existence | 26 years | 3 years | - |
| Gain YTD | -3.573 | -9.741 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 164M | 3,949% |
| Annual Yield % from dividends | 0.37 | 0.10 | 370% |
| Returns for 1 year | 0.16 | -10.47 | -1% |
| Returns for 3 years | 29.03 | 8.18 | 355% |
| Returns for 5 years | 116.10 | N/A | - |
| Returns for 10 years | 10.55 | N/A | - |
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