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BSCAX vs VSCAX
BSCAX vs VSCAX Comparison
Open Charts BSCAX vs VSCAX
Brandes Small Cap Value A
Price$18.15
Change+$0.20 (+1.11%)
VolumeN/A
Net Assets159.52M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
BSCAX vs VSCAX Comparison Chart in %
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BSCAX vs. VSCAX commentary
Jul 07, 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 BSCAX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. BSCAX (160M). VSCAX pays higher dividends than BSCAX: VSCAX (0.35) vs BSCAX (0.23). BSCAX was incepted earlier than VSCAX: BSCAX (8 years) vs VSCAX (26 years). BSCAX (1.39) is less costly to investors than VSCAX (1.12). VSCAX (40.00) and BSCAX (38.36) have comparable annual turnover. BSCAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than BSCAX: VSCAX (1000) vs BSCAX (2500). BSCAX annual gain was more profitable for investors over the last year : 23.01 vs. VSCAX (5.03). VSCAX (135.31) and BSCAX (134.89) have equivalent 5 years return.
| BSCAX | VSCAX | BSCAX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 8.740 | 2.722 | 321% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 6.97B | 2% |
| Annual Yield % from dividends | 0.23 | 0.35 | 68% |
| Returns for 1 year | 23.01 | 5.03 | 458% |
| Returns for 3 years | 62.01 | 43.85 | 141% |
| Returns for 5 years | 134.89 | 135.31 | 100% |
| Returns for 10 years | N/A | 20.55 | - |
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