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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Feb 04, 2026
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 AUERX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. AUERX (66.3M). VSCAX pays higher dividends than AUERX: VSCAX (0.23) vs AUERX (0.06). AUERX was incepted earlier than VSCAX: AUERX (18 years) vs VSCAX (27 years). AUERX (1.99) is less costly to investors than VSCAX (1.10). AUERX is a more actively managed with annual turnover of: 146.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than AUERX: VSCAX (1000) vs AUERX (2000). AUERX annual gain was more profitable for investors over the last year : 24.01 vs. VSCAX (18.26). AUERX return over 5 years is better than : 74.32 vs. VSCAX (68.92).
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | 1.99 | 1.10 | 181% |
| Annual Report Gross Expense Ratio | 1.99 | 1.10 | 181% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 6.150 | 12.643 | 49% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.3M | 9.42B | 1% |
| Annual Yield % from dividends | 0.06 | 0.23 | 27% |
| Returns for 1 year | 24.01 | 18.26 | 132% |
| Returns for 3 years | 20.60 | 51.27 | 40% |
| Returns for 5 years | 74.32 | 68.92 | 108% |
| Returns for 10 years | 194.41 | 108.32 | 179% |
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