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AXVIX vs VSCAX
AXVIX vs VSCAX Comparison
Open Charts AXVIX vs VSCAX
Acclivity Small Cap Value I
Price$19.16
Change+$0.27 (+1.43%)
VolumeN/A
Net Assets33.52M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
AXVIX vs VSCAX Comparison Chart in %
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AXVIX vs. VSCAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. AXVIX (33.5M). AXVIX pays higher dividends than VSCAX: AXVIX (1.09) vs VSCAX (0.32). AXVIX was incepted earlier than VSCAX: AXVIX (7 years) vs VSCAX (26 years). VSCAX (1.12) 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 : 12.12 vs. AXVIX (2.40). VSCAX return over 5 years is better than : 116.87 vs. AXVIX (100.35).
| AXVIX | VSCAX | AXVIX / VSCAX | |
| Total Expense Ratio | 0.48 | 1.12 | 43% |
| Annual Report Gross Expense Ratio | 1.04 | 1.12 | 93% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 3.905 | 7.614 | 51% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 20000 | 1000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.5M | 7.33B | 0% |
| Annual Yield % from dividends | 1.09 | 0.32 | 336% |
| Returns for 1 year | 2.40 | 12.12 | 20% |
| Returns for 3 years | 30.29 | 46.81 | 65% |
| Returns for 5 years | 100.35 | 116.87 | 86% |
| Returns for 10 years | N/A | 36.89 | - |
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