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VSCAX vs VSFCX
VSCAX vs VSFCX Comparison
Open Charts VSCAX vs VSFCX
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.32B
Federated Hermes MDT Small Cap Value C
Price$22.40
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets158.75M
VSCAX vs VSFCX Comparison Chart in %
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VSCAX vs. VSFCX commentary
Dec 27, 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 VSFCX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.32B vs. VSFCX (159M). VSCAX (0.31) and VSFCX (0.30) have matching dividends . 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 : 8.99 vs. VSFCX (3.69). VSCAX return over 5 years is better than : 66.53 vs. VSFCX (9.25).
| 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 | 9.783 | 4.855 | 201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32B | 159M | 5,230% |
| Annual Yield % from dividends | 0.31 | 0.30 | 102% |
| Returns for 1 year | 8.99 | 3.69 | 244% |
| Returns for 3 years | 49.97 | 10.80 | 463% |
| Returns for 5 years | 66.53 | 9.25 | 719% |
| Returns for 10 years | 58.45 | 2.07 | 2,826% |
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