Interact to see
Advertisement
Advertisement
VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$441.12
Change+$45.54 (+11.51%)
VolumeN/A
Net Assets1.5B
VSCAX vs VSMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VSCAX vs. VSMVX commentary
Feb 04, 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 VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. VSMVX (1.51B). VSMVX pays higher dividends than VSCAX: VSMVX (1.64) vs VSCAX (0.23). 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 : 18.26 vs. VSMVX (13.40). VSCAX return over 5 years is better than : 68.92 vs. VSMVX (38.80).
| 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 | 12.643 | 7.706 | 164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 1.51B | 626% |
| Annual Yield % from dividends | 0.23 | 1.64 | 14% |
| Returns for 1 year | 18.26 | 13.40 | 136% |
| Returns for 3 years | 51.27 | 17.11 | 300% |
| Returns for 5 years | 68.92 | 38.80 | 178% |
| Returns for 10 years | 108.32 | 157.63 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement