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VSCAX vs WSMVX
VSCAX vs WSMVX Comparison
Open Charts VSCAX vs WSMVX
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
Wilshire Small Company Value Instl
Price$27.16
Change-$0.31 (-1.13%)
VolumeN/A
Net Assets23.17M
VSCAX vs WSMVX Comparison Chart in %
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VSCAX vs. WSMVX commentary
Aug 18, 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 WSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. WSMVX (23.2M). WSMVX pays higher dividends than VSCAX: WSMVX (1.52) vs VSCAX (0.34). VSCAX was incepted earlier than WSMVX: VSCAX (26 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VSCAX (1.12). WSMVX (53.00) and VSCAX (52.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than WSMVX: VSCAX (1000) vs WSMVX (250000). VSCAX annual gain was more profitable for investors over the last year : 6.49 vs. WSMVX (0.99). VSCAX return over 5 years is better than : 105.42 vs. WSMVX (53.04).
| VSCAX | WSMVX | VSCAX / WSMVX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.70 | 66% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 3.658 | 4.021 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 23.2M | 30,284% |
| Annual Yield % from dividends | 0.34 | 1.52 | 22% |
| Returns for 1 year | 6.49 | 0.99 | 656% |
| Returns for 3 years | 30.98 | -1.14 | -2,725% |
| Returns for 5 years | 105.42 | 53.04 | 199% |
| Returns for 10 years | 26.84 | 25.99 | 103% |
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