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VSCAX vs VSFCX
VSCAX vs VSFCX Comparison
Open Charts VSCAX vs VSFCX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
Federated Hermes Clover Small Value C
Price$22.08
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets158.09M
VSCAX vs VSFCX Comparison Chart in %
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VSCAX vs. VSFCX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. VSFCX (158M). VSCAX (0.32) and VSFCX (0.31) have matching dividends . VSCAX was incepted earlier than VSFCX: VSCAX (26 years) vs VSFCX (30 years). VSFCX (2.23) is less costly to investors than VSCAX (1.10). VSFCX is a more actively managed with annual turnover of: 76.00 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 : 2.33 vs. VSFCX (-9.26). VSCAX return over 5 years is better than : 106.26 vs. VSFCX (30.42).
| VSCAX | VSFCX | VSCAX / VSFCX | |
| Total Expense Ratio | 1.10 | 1.96 | 56% |
| Annual Report Gross Expense Ratio | 1.10 | 2.23 | 49% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 8.932 | 3.081 | 290% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 158M | 4,751% |
| Annual Yield % from dividends | 0.32 | 0.31 | 102% |
| Returns for 1 year | 2.33 | -9.26 | -25% |
| Returns for 3 years | 49.64 | 0.12 | 42,902% |
| Returns for 5 years | 106.26 | 30.42 | 349% |
| Returns for 10 years | 39.02 | -5.45 | -716% |
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