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PCVAX vs VSCAX
PCVAX vs VSCAX Comparison
Open Charts PCVAX vs VSCAX
Virtus NFJ Small-Cap Value A
Price$11.09
Change-$0.21 (-1.86%)
VolumeN/A
Net Assets252.31M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PCVAX vs VSCAX Comparison Chart
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PCVAX vs. VSCAX commentary
Jun 16, 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 Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PCVAX (252M). PCVAX pays higher dividends than VSCAX: PCVAX (1.40) vs VSCAX (0.37). 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 : 0.16 vs. PCVAX (-1.87). VSCAX return over 5 years is better than : 116.10 vs. PCVAX (8.81).
| 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 | -7.352 | -3.573 | 206% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 6.48B | 4% |
| Annual Yield % from dividends | 1.40 | 0.37 | 381% |
| Returns for 1 year | -1.87 | 0.16 | -1,198% |
| Returns for 3 years | -8.78 | 29.03 | -30% |
| Returns for 5 years | 8.81 | 116.10 | 8% |
| Returns for 10 years | -53.98 | 10.55 | -512% |
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