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VSCAX vs VSFIX
VSCAX vs VSFIX Comparison
Open Charts VSCAX vs VSFIX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
Federated Hermes Clover Small Value IS
Price$25.20
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets158.09M
VSCAX vs VSFIX Comparison Chart in %
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VSCAX vs. VSFIX 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 VSFIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. VSFIX (158M). VSFIX pays higher dividends than VSCAX: VSFIX (1.15) vs VSCAX (0.32). VSCAX was incepted earlier than VSFIX: VSCAX (26 years) vs VSFIX (17 years). VSFIX (1.24) is less costly to investors than VSCAX (1.10). VSFIX is a more actively managed with annual turnover of: 76.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than VSFIX: VSCAX (1000) vs VSFIX (1000000). VSCAX annual gain was more profitable for investors over the last year : 2.33 vs. VSFIX (-7.23). VSCAX return over 5 years is better than : 106.26 vs. VSFIX (41.66).
| VSCAX | VSFIX | VSCAX / VSFIX | |
| Total Expense Ratio | 1.10 | 0.89 | 124% |
| Annual Report Gross Expense Ratio | 1.10 | 1.24 | 89% |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 8.932 | 3.960 | 226% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 158M | 4,751% |
| Annual Yield % from dividends | 0.32 | 1.15 | 28% |
| Returns for 1 year | 2.33 | -7.23 | -32% |
| Returns for 3 years | 49.64 | 5.73 | 866% |
| Returns for 5 years | 106.26 | 41.66 | 255% |
| Returns for 10 years | 39.02 | 9.16 | 426% |
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