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VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$416.48
Change+$0.10 (+0.02%)
VolumeN/A
Net Assets1.5B
VSCAX vs VSMVX Comparison Chart in %
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VSCAX vs. VSMVX commentary
Dec 28, 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 VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. VSMVX (1.5B). VSMVX pays higher dividends than VSCAX: VSMVX (1.70) vs VSCAX (0.31). VSCAX was incepted earlier than VSMVX: VSCAX (27 years) vs VSMVX (11 years). VSCAX (1.10) is less costly to investors than VSMVX (0.03). VSCAX is a more actively managed with annual turnover of: 52.00 vs. VSMVX (47.00). VSCAX has a lower initial minimum investment than VSMVX: VSCAX (1000) vs VSMVX (5000000). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. VSMVX (5.29). VSCAX return over 5 years is better than : 66.73 vs. VSMVX (45.45).
| VSCAX | VSMVX | VSCAX / VSMVX | |
| Total Expense Ratio | 1.10 | 0.03 | 3,667% |
| Annual Report Gross Expense Ratio | 1.10 | 0.03 | 3,667% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 9.911 | 6.816 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 1.5B | 556% |
| Annual Yield % from dividends | 0.31 | 1.70 | 18% |
| Returns for 1 year | 8.71 | 5.29 | 165% |
| Returns for 3 years | 49.46 | 28.18 | 176% |
| Returns for 5 years | 66.73 | 45.45 | 147% |
| Returns for 10 years | 59.02 | 116.69 | 51% |
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