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PCVCX vs VSCAX
PCVCX vs VSCAX Comparison
Open Charts PCVCX vs VSCAX
Virtus NFJ Small-Cap Value C
Price$9.04
Change-$0.18 (-1.95%)
VolumeN/A
Net Assets252.31M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PCVCX vs VSCAX Comparison Chart
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PCVCX 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 PCVCX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PCVCX (252M). PCVCX pays higher dividends than VSCAX: PCVCX (0.68) vs VSCAX (0.37). PCVCX was incepted earlier than VSCAX: PCVCX (28 years) vs VSCAX (26 years). PCVCX (1.97) is less costly to investors than VSCAX (1.12). PCVCX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PCVCX: VSCAX (1000) vs PCVCX (2500). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. PCVCX (-3.36). VSCAX return over 5 years is better than : 116.10 vs. PCVCX (-1.72).
| PCVCX | VSCAX | PCVCX / VSCAX | |
| Total Expense Ratio | 1.92 | 1.12 | 171% |
| Annual Report Gross Expense Ratio | 1.97 | 1.12 | 176% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -7.755 | -3.573 | 217% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 6.48B | 4% |
| Annual Yield % from dividends | 0.68 | 0.37 | 185% |
| Returns for 1 year | -3.36 | 0.16 | -2,150% |
| Returns for 3 years | -15.41 | 29.03 | -53% |
| Returns for 5 years | -1.72 | 116.10 | -1% |
| Returns for 10 years | -61.10 | 10.55 | -579% |
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