AVALX
Price
$47.22
Change
+$0.53 (+1.14%)
Updated
Jun 13 closing price
Net Assets
559.94M
VSCAX
Price
$22.67
Change
-$0.33 (-1.43%)
Updated
Jun 13 closing price
Net Assets
6.48B
Interact to see
Advertisement

AVALX vs VSCAX

Header iconAVALX vs VSCAX Comparison
Open Charts AVALX vs VSCAXBanner chart's image
Aegis Value I
Price$47.22
Change+$0.53 (+1.14%)
VolumeN/A
Net Assets559.94M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
AVALX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AVALX vs. VSCAX commentary
Jun 16, 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 AVALX is a StrongBuy and VSCAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. AVALX (560M). AVALX pays higher dividends than VSCAX: AVALX (0.79) vs VSCAX (0.37). AVALX was incepted earlier than VSCAX: AVALX (27 years) vs VSCAX (26 years). AVALX (1.45) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. AVALX (9.00). VSCAX has a lower initial minimum investment than AVALX: VSCAX (1000) vs AVALX (10000). AVALX annual gain was more profitable for investors over the last year : 31.62 vs. VSCAX (0.16). AVALX return over 5 years is better than : 212.78 vs. VSCAX (116.10).
AVALXVSCAXAVALX / VSCAX
Total Expense Ratio1.451.12129%
Annual Report Gross Expense Ratio1.451.12129%
Fund Existence27 years26 years-
Gain YTD31.679-3.573-887%
Front LoadN/A6%-
Min. Initial Investment1000010001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets560M6.48B9%
Annual Yield % from dividends0.790.37214%
Returns for 1 year31.620.1620,234%
Returns for 3 years51.1029.03176%
Returns for 5 years212.78116.10183%
Returns for 10 years260.5510.552,470%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
MGIBX38.88-0.43
-1.09%
MFS International Intrinsic Value B
BMIDX17.15-0.22
-1.27%
Brown Advisory Mid-Cap Growth Investor
VMACX57.12-0.95
-1.64%
Virtus KAR Mid-Cap Core A
BRSPX12.95-0.27
-2.04%
MFS Blended Research Small Cap Eq R1
ERLGX19.04-0.40
-2.06%
Eaton Vance Atlanta Capital Fcs Gr R6