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PCVAX vs VSCAX
PCVAX vs VSCAX Comparison
Open Charts PCVAX vs VSCAX
Virtus NFJ Small-Cap Value A
Price$11.74
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets265.22M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PCVAX vs VSCAX Comparison Chart in %
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PCVAX 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 PCVAX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PCVAX (265M). PCVAX pays higher dividends than VSCAX: PCVAX (1.36) vs VSCAX (0.35). PCVAX was incepted earlier than VSCAX: PCVAX (28 years) vs VSCAX (26 years). PCVAX (1.23) is less costly to investors than VSCAX (1.12). PCVAX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (40.00). PCVAX (6%) and VSCAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than PCVAX: VSCAX (1000) vs PCVAX (2500). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. PCVAX (3.43). VSCAX return over 5 years is better than : 135.31 vs. PCVAX (15.09).
| PCVAX | VSCAX | PCVAX / VSCAX | |
| Total Expense Ratio | 1.17 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.23 | 1.12 | 110% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -1.921 | 2.722 | -71% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 6.97B | 4% |
| Annual Yield % from dividends | 1.36 | 0.35 | 394% |
| Returns for 1 year | 3.43 | 5.03 | 68% |
| Returns for 3 years | -5.44 | 43.85 | -12% |
| Returns for 5 years | 15.09 | 135.31 | 11% |
| Returns for 10 years | -50.00 | 20.55 | -243% |
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