Interact to see
Advertisement
Advertisement
VRTVX vs VSCAX
VRTVX vs VSCAX Comparison
Open Charts VRTVX vs VSCAX
Vanguard Russell 2000 Value Index I
Price$343.50
Change+$34.90 (+11.31%)
VolumeN/A
Net Assets911.01M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
VRTVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VRTVX vs. VSCAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. VRTVX (911M). VRTVX pays higher dividends than VSCAX: VRTVX (1.71) vs VSCAX (0.23). VRTVX was incepted earlier than VSCAX: VRTVX (14 years) vs VSCAX (27 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 (26.00). 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 : 20.17 vs. VSCAX (18.26). VSCAX return over 5 years is better than : 68.92 vs. VRTVX (38.98).
| VRTVX | VSCAX | VRTVX / VSCAX | |
| Total Expense Ratio | 0.07 | 1.10 | 6% |
| Annual Report Gross Expense Ratio | 0.07 | 1.10 | 6% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 8.965 | 12.643 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 911M | 9.42B | 10% |
| Annual Yield % from dividends | 1.71 | 0.23 | 740% |
| Returns for 1 year | 20.17 | 18.26 | 110% |
| Returns for 3 years | 28.80 | 51.27 | 56% |
| Returns for 5 years | 38.98 | 68.92 | 57% |
| Returns for 10 years | 155.35 | 108.32 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement