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AXVIX vs VSCAX
AXVIX vs VSCAX Comparison
Open Charts AXVIX vs VSCAX
Acclivity Small Cap Value I
Price$18.85
Change-$0.10 (-0.53%)
VolumeN/A
Net Assets29.57M
Invesco Small Cap Value A
Price$25.81
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.3B
AXVIX vs VSCAX Comparison Chart in %
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AXVIX vs. VSCAX commentary
Dec 26, 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 AXVIX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.3B vs. AXVIX (29.6M). AXVIX pays higher dividends than VSCAX: AXVIX (1.08) vs VSCAX (0.31). 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 : 8.99 vs. AXVIX (1.62). VSCAX return over 5 years is better than : 66.53 vs. AXVIX (59.31).
| 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 | 2.223 | 9.783 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 8.3B | 0% |
| Annual Yield % from dividends | 1.08 | 0.31 | 352% |
| Returns for 1 year | 1.62 | 8.99 | 18% |
| Returns for 3 years | 25.06 | 49.97 | 50% |
| Returns for 5 years | 59.31 | 66.53 | 89% |
| Returns for 10 years | N/A | 58.45 | - |