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VSCAX vs VSFCX
VSCAX vs VSFCX Comparison
Open Charts VSCAX vs VSFCX
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
Federated Hermes MDT Small Cap Value C
Price$23.42
Change+$1.07 (+4.79%)
VolumeN/A
Net Assets162.03M
VSCAX vs VSFCX Comparison Chart in %
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VSCAX vs. VSFCX commentary
Feb 05, 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 VSCAX is a Buy and VSFCX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. VSFCX (162M). VSFCX pays higher dividends than VSCAX: VSFCX (0.40) vs VSCAX (0.23). VSCAX was incepted earlier than VSFCX: VSCAX (27 years) vs VSFCX (30 years). VSFCX (2.28) is less costly to investors than VSCAX (1.10). VSFCX is a more actively managed with annual turnover of: 59.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than VSFCX: VSCAX (1000) vs VSFCX (1500). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. VSFCX (9.14). VSCAX return over 5 years is better than : 68.92 vs. VSFCX (5.13).
| VSCAX | VSFCX | VSCAX / VSFCX | |
| Total Expense Ratio | 1.10 | 1.96 | 56% |
| Annual Report Gross Expense Ratio | 1.10 | 2.28 | 48% |
| Fund Existence | 27 years | 30 years | - |
| Gain YTD | 12.643 | 6.358 | 199% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 162M | 5,815% |
| Annual Yield % from dividends | 0.23 | 0.40 | 57% |
| Returns for 1 year | 18.26 | 9.14 | 200% |
| Returns for 3 years | 51.27 | 5.27 | 973% |
| Returns for 5 years | 68.92 | 5.13 | 1,344% |
| Returns for 10 years | 108.32 | 21.62 | 501% |
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