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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Sep 09, 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 AUERX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. AUERX (53.5M). VSCAX pays higher dividends than AUERX: VSCAX (0.32) vs AUERX (0.22). AUERX was incepted earlier than VSCAX: AUERX (18 years) vs VSCAX (26 years). AUERX (1.99) is less costly to investors than VSCAX (1.12). 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). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. AUERX (-1.85). VSCAX (116.87) and AUERX (115.75) have equivalent 5 years return.
| AUERX | VSCAX | AUERX / VSCAX | |
| Total Expense Ratio | 1.99 | 1.12 | 178% |
| Annual Report Gross Expense Ratio | 1.99 | 1.12 | 178% |
| Fund Existence | 18 years | 26 years | - |
| Gain YTD | 19.415 | 7.614 | 255% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5M | 7.33B | 1% |
| Annual Yield % from dividends | 0.22 | 0.32 | 67% |
| Returns for 1 year | -1.85 | 12.12 | -15% |
| Returns for 3 years | 17.65 | 46.81 | 38% |
| Returns for 5 years | 115.75 | 116.87 | 99% |
| Returns for 10 years | 141.30 | 36.89 | 383% |
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