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PSVIX vs VSCAX
PSVIX vs VSCAX Comparison
Open Charts PSVIX vs VSCAX
Virtus NFJ Small-Cap Value Inst
Price$15.32
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets265.22M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
PSVIX vs VSCAX Comparison Chart in %
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PSVIX 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 PSVIX is a Hold and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. PSVIX (265M). 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 (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 : 5.03 vs. PSVIX (4.61). VSCAX return over 5 years is better than : 135.31 vs. PSVIX (25.89).
| 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 | -1.732 | 2.722 | -64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 6.97B | 4% |
| Annual Yield % from dividends | 1.25 | 0.35 | 362% |
| Returns for 1 year | 4.61 | 5.03 | 92% |
| Returns for 3 years | 1.37 | 43.85 | 3% |
| Returns for 5 years | 25.89 | 135.31 | 19% |
| Returns for 10 years | -39.98 | 20.55 | -195% |
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