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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Dec 14, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. AUERX (60.5M). VSCAX pays higher dividends than AUERX: VSCAX (0.31) vs AUERX (0.20). 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). VSCAX annual gain was more profitable for investors over the last year : 7.48 vs. AUERX (1.10). AUERX return over 5 years is better than : 113.16 vs. VSCAX (88.18).
| 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 | 32.534 | 21.523 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.5M | 8.48B | 1% |
| Annual Yield % from dividends | 0.20 | 0.31 | 66% |
| Returns for 1 year | 1.10 | 7.48 | 15% |
| Returns for 3 years | 30.10 | 52.50 | 57% |
| Returns for 5 years | 113.16 | 88.18 | 128% |
| Returns for 10 years | 177.80 | 80.66 | 220% |
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