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PSVIX vs VSCAX
PSVIX vs VSCAX Comparison
Open Charts PSVIX vs VSCAX
Virtus NFJ Small-Cap Value Inst
Price$15.19
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets261.09M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
PSVIX vs VSCAX Comparison Chart in %
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PSVIX vs. VSCAX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. PSVIX (261M). PSVIX pays higher dividends than VSCAX: PSVIX (1.25) vs VSCAX (0.35). 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 (52.00). 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 : 5.38 vs. PSVIX (-5.18). VSCAX return over 5 years is better than : 124.82 vs. PSVIX (20.92).
| 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 | -2.566 | 3.998 | -64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261M | 7.03B | 4% |
| Annual Yield % from dividends | 1.25 | 0.35 | 362% |
| Returns for 1 year | -5.18 | 5.38 | -96% |
| Returns for 3 years | -2.76 | 42.53 | -6% |
| Returns for 5 years | 20.92 | 124.82 | 17% |
| Returns for 10 years | -38.58 | 27.85 | -139% |
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