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PSVIX vs VSCAX
PSVIX vs VSCAX Comparison
Open Charts PSVIX vs VSCAX
Virtus NFJ Small-Cap Value Inst
Price$14.47
Change-$0.27 (-1.83%)
VolumeN/A
Net Assets252.31M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
PSVIX vs VSCAX Comparison Chart
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PSVIX 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 PSVIX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. PSVIX (252M). PSVIX pays higher dividends than VSCAX: PSVIX (1.29) vs VSCAX (0.37). PSVIX was incepted earlier than VSCAX: PSVIX (34 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than PSVIX (0.90). PSVIX is a more actively managed with annual turnover of: 60.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than PSVIX: VSCAX (1000) vs PSVIX (1000000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. PSVIX (-0.79). VSCAX return over 5 years is better than : 116.10 vs. PSVIX (18.90).
| PSVIX | VSCAX | PSVIX / VSCAX | |
| Total Expense Ratio | 0.82 | 1.12 | 73% |
| Annual Report Gross Expense Ratio | 0.90 | 1.12 | 80% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | -7.184 | -3.573 | 201% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 6.48B | 4% |
| Annual Yield % from dividends | 1.29 | 0.37 | 350% |
| Returns for 1 year | -0.79 | 0.16 | -507% |
| Returns for 3 years | -2.20 | 29.03 | -8% |
| Returns for 5 years | 18.90 | 116.10 | 16% |
| Returns for 10 years | -44.75 | 10.55 | -424% |
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