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AXVIX vs VSCAX
AXVIX vs VSCAX Comparison
Open Charts AXVIX vs VSCAX
Acclivity Small Cap Value I
Price$19.94
Change+$1.21 (+6.46%)
VolumeN/A
Net Assets30.96M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
AXVIX vs VSCAX Comparison Chart in %
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AXVIX 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 AXVIX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. AXVIX (31M). AXVIX pays higher dividends than VSCAX: AXVIX (1.66) vs VSCAX (0.23). AXVIX was incepted earlier than VSCAX: AXVIX (7 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than AXVIX (1.04). AXVIX is a more actively managed with annual turnover of: 96.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than AXVIX: VSCAX (1000) vs AXVIX (20000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. AXVIX (8.95). VSCAX return over 5 years is better than : 68.92 vs. AXVIX (53.34).
| AXVIX | VSCAX | AXVIX / VSCAX | |
| Total Expense Ratio | 0.48 | 1.10 | 44% |
| Annual Report Gross Expense Ratio | 1.04 | 1.10 | 95% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 7.262 | 12.643 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 9.42B | 0% |
| Annual Yield % from dividends | 1.66 | 0.23 | 717% |
| Returns for 1 year | 8.95 | 18.26 | 49% |
| Returns for 3 years | 19.46 | 51.27 | 38% |
| Returns for 5 years | 53.34 | 68.92 | 77% |
| Returns for 10 years | N/A | 108.32 | - |
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