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VRTVX vs VSCAX
VRTVX vs VSCAX Comparison
Open Charts VRTVX vs VSCAX
Vanguard Russell 2000 Value Index I
Price$307.07
Change+$3.06 (+1.01%)
VolumeN/A
Net Assets870.65M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
VRTVX vs VSCAX Comparison Chart in %
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VRTVX vs. VSCAX commentary
Sep 29, 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 VRTVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. VRTVX (871M). VRTVX pays higher dividends than VSCAX: VRTVX (1.81) vs VSCAX (0.32). VRTVX was incepted earlier than VSCAX: VRTVX (13 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than VRTVX (0.07). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VRTVX (24.00). VSCAX has a lower initial minimum investment than VRTVX: VSCAX (1000) vs VRTVX (5000000). VRTVX annual gain was more profitable for investors over the last year : 7.25 vs. VSCAX (6.52). VSCAX return over 5 years is better than : 140.21 vs. VRTVX (86.93).
| VRTVX | VSCAX | VRTVX / VSCAX | |
| Total Expense Ratio | 0.07 | 1.12 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.12 | 6% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 7.826 | 9.911 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 871M | 7.46B | 12% |
| Annual Yield % from dividends | 1.81 | 0.32 | 558% |
| Returns for 1 year | 7.25 | 6.52 | 111% |
| Returns for 3 years | 38.78 | 64.57 | 60% |
| Returns for 5 years | 86.93 | 140.21 | 62% |
| Returns for 10 years | 111.80 | 51.04 | 219% |
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