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AXVNX vs VSCAX
AXVNX vs VSCAX Comparison
Open Charts AXVNX vs VSCAX
Acclivity Small Cap Value N
Price$19.11
Change-$0.10 (-0.52%)
VolumeN/A
Net Assets29.57M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
AXVNX vs VSCAX Comparison Chart in %
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AXVNX vs. VSCAX commentary
Dec 27, 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 AXVNX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. AXVNX (29.6M). AXVNX pays higher dividends than VSCAX: AXVNX (0.92) vs VSCAX (0.31). AXVNX was incepted earlier than VSCAX: AXVNX (7 years) vs VSCAX (27 years). AXVNX (1.27) is less costly to investors than VSCAX (1.10). AXVNX is a more actively managed with annual turnover of: 96.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than AXVNX: VSCAX (1000) vs AXVNX (5000). VSCAX annual gain was more profitable for investors over the last year : 8.99 vs. AXVNX (1.70). VSCAX return over 5 years is better than : 66.53 vs. AXVNX (58.68).
| AXVNX | VSCAX | AXVNX / VSCAX | |
| Total Expense Ratio | 0.73 | 1.10 | 66% |
| Annual Report Gross Expense Ratio | 1.27 | 1.10 | 115% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 2.302 | 9.783 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 8.32B | 0% |
| Annual Yield % from dividends | 0.92 | 0.31 | 300% |
| Returns for 1 year | 1.70 | 8.99 | 19% |
| Returns for 3 years | 24.66 | 49.97 | 49% |
| Returns for 5 years | 58.68 | 66.53 | 88% |
| Returns for 10 years | N/A | 58.45 | - |
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