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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+$0.02 (+0.16%)
VolumeN/A
Net Assets88.82M
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
DCSVX vs VSCAX Comparison Chart in %
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DCSVX 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 DCSVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. DCSVX (88.8M). VSCAX pays higher dividends than DCSVX: VSCAX (0.31) vs DCSVX (0.03). 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: 159.00 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 : 8.71 vs. DCSVX (-6.22). VSCAX return over 5 years is better than : 66.73 vs. DCSVX (1.82).
| 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 | 10.333 | 9.911 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.8M | 8.33B | 1% |
| Annual Yield % from dividends | 0.03 | 0.31 | 11% |
| Returns for 1 year | -6.22 | 8.71 | -71% |
| Returns for 3 years | 1.40 | 49.46 | 3% |
| Returns for 5 years | 1.82 | 66.73 | 3% |
| Returns for 10 years | 1.66 | 59.02 | 3% |
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