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VSCAX vs VSFAX
VSCAX vs VSFAX Comparison
Open Charts VSCAX vs VSFAX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
Federated Hermes Clover Small Value A
Price$25.11
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets158.09M
VSCAX vs VSFAX Comparison Chart in %
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VSCAX vs. VSFAX commentary
Oct 18, 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 VSCAX is a Hold and VSFAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. VSFAX (158M). VSFAX pays higher dividends than VSCAX: VSFAX (0.92) vs VSCAX (0.32). VSCAX was incepted earlier than VSFAX: VSCAX (26 years) vs VSFAX (30 years). VSFAX (1.48) is less costly to investors than VSCAX (1.10). VSFAX is a more actively managed with annual turnover of: 76.00 vs. VSCAX (52.00). VSCAX (6%) and VSFAX (6%) have equivalent initial investment costs. VSCAX has a lower initial minimum investment than VSFAX: VSCAX (1000) vs VSFAX (1500). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. VSFAX (-7.50). VSCAX return over 5 years is better than : 106.26 vs. VSFAX (39.71).
| VSCAX | VSFAX | VSCAX / VSFAX | |
| Total Expense Ratio | 1.10 | 1.14 | 96% |
| Annual Report Gross Expense Ratio | 1.10 | 1.48 | 74% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 8.932 | 3.717 | 240% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 158M | 4,777% |
| Annual Yield % from dividends | 0.32 | 0.92 | 34% |
| Returns for 1 year | 2.33 | -7.50 | -31% |
| Returns for 3 years | 49.64 | 4.84 | 1,027% |
| Returns for 5 years | 106.26 | 39.71 | 268% |
| Returns for 10 years | 39.02 | 6.97 | 560% |
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