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VSCAX vs WPGSX
VSCAX vs WPGSX Comparison
Open Charts VSCAX vs WPGSX
Invesco Small Cap Value A
Price$21.03
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets5.91B
WPG Partners Select Small Cap Value Ins
Price$9.33
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets148.25M
VSCAX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.91B vs. WPGSX (148M). 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 : -5.95 vs. WPGSX (-15.16).
| 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 | -10.932 | -16.443 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.91B | 148M | 3,994% |
| Annual Yield % from dividends | 0.37 | 0.10 | 368% |
| Returns for 1 year | -5.95 | -15.16 | 39% |
| Returns for 3 years | 15.36 | -6.89 | -223% |
| Returns for 5 years | 115.22 | N/A | - |
| Returns for 10 years | 3.11 | N/A | - |
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