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VRTVX vs VSCAX
VRTVX vs VSCAX Comparison
Open Charts VRTVX vs VSCAX
Vanguard Russell 2000 Value Index I
Price$313.09
Change+$6.26 (+2.04%)
VolumeN/A
Net Assets877.88M
Invesco Small Cap Value A
Price$26.07
Change+$0.46 (+1.80%)
VolumeN/A
Net Assets7.51B
VRTVX vs VSCAX Comparison Chart in %
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VRTVX vs. VSCAX commentary
Oct 21, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. VRTVX (878M). VRTVX pays higher dividends than VSCAX: VRTVX (1.87) vs VSCAX (0.32). VRTVX was incepted earlier than VSCAX: VRTVX (13 years) vs VSCAX (26 years). VSCAX (1.10) 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 : 3.87 vs. VSCAX (2.33). VSCAX return over 5 years is better than : 106.26 vs. VRTVX (67.61).
| VRTVX | VSCAX | VRTVX / VSCAX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.10 | 6% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 7.741 | 8.932 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 7.51B | 12% |
| Annual Yield % from dividends | 1.87 | 0.32 | 590% |
| Returns for 1 year | 3.87 | 2.33 | 166% |
| Returns for 3 years | 30.51 | 49.64 | 61% |
| Returns for 5 years | 67.61 | 106.26 | 64% |
| Returns for 10 years | 96.23 | 39.02 | 247% |
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