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VSCAX vs WPGSX
VSCAX vs WPGSX Comparison
Open Charts VSCAX vs WPGSX
Invesco Small Cap Value A
Price$21.86
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
WPG Partners Select Small Cap Value Ins
Price$9.79
Change-$0.06 (-0.61%)
VolumeN/A
Net Assets159.36M
VSCAX vs WPGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. WPGSX (159M). VSCAX pays higher dividends than WPGSX: VSCAX (0.39) 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 : -5.79 vs. WPGSX (-14.81).
| 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 | -6.423 | -12.064 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.23B | 159M | 3,919% |
| Annual Yield % from dividends | 0.39 | 0.10 | 369% |
| Returns for 1 year | -5.79 | -14.81 | 39% |
| Returns for 3 years | 21.93 | 2.35 | 934% |
| Returns for 5 years | 130.08 | N/A | - |
| Returns for 10 years | 7.33 | N/A | - |
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