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DCSVX vs VSCAX
DCSVX vs VSCAX Comparison
Open Charts DCSVX vs VSCAX
Dunham Small Cap Value C
Price$12.60
Change+$0.67 (+5.62%)
VolumeN/A
Net Assets93.98M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
DCSVX vs VSCAX Comparison Chart in %
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DCSVX vs. VSCAX commentary
Feb 05, 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 DCSVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. DCSVX (94M). VSCAX pays higher dividends than DCSVX: VSCAX (0.23) vs DCSVX (0.00). DCSVX was incepted earlier than VSCAX: DCSVX (21 years) vs VSCAX (27 years). DCSVX (2.24) is less costly to investors than VSCAX (1.10). DCSVX is a more actively managed with annual turnover of: 106.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than DCSVX: VSCAX (1000) vs DCSVX (5000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. DCSVX (9.85). VSCAX return over 5 years is better than : 68.92 vs. DCSVX (-5.80).
| DCSVX | VSCAX | DCSVX / VSCAX | |
| Total Expense Ratio | 2.24 | 1.10 | 204% |
| Annual Report Gross Expense Ratio | 2.24 | 1.10 | 204% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.997 | 12.643 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 9.42B | 1% |
| Annual Yield % from dividends | 0.00 | 0.23 | - |
| Returns for 1 year | 9.85 | 18.26 | 54% |
| Returns for 3 years | 0.84 | 51.27 | 2% |
| Returns for 5 years | -5.80 | 68.92 | -8% |
| Returns for 10 years | 14.89 | 108.32 | 14% |
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