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AUERX vs VSCAX
AUERX vs VSCAX Comparison
Open Charts AUERX vs VSCAX
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
AUERX vs VSCAX Comparison Chart in %
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AUERX vs. VSCAX commentary
Jan 15, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. AUERX (62.8M). VSCAX pays higher dividends than AUERX: VSCAX (0.25) vs AUERX (0.07). 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 : 18.41 vs. VSCAX (13.42). AUERX return over 5 years is better than : 76.42 vs. VSCAX (60.33).
| 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 | 1.730 | 7.230 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 8.84B | 1% |
| Annual Yield % from dividends | 0.07 | 0.25 | 26% |
| Returns for 1 year | 18.41 | 13.42 | 137% |
| Returns for 3 years | 19.10 | 49.33 | 39% |
| Returns for 5 years | 76.42 | 60.33 | 127% |
| Returns for 10 years | 180.67 | 99.03 | 182% |
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