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VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$398.35
Change+$6.90 (+1.76%)
VolumeN/A
Net Assets1.43B
VSCAX vs VSMVX Comparison Chart in %
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VSCAX vs. VSMVX commentary
Sep 08, 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 Buy and VSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. VSMVX (1.43B). VSMVX pays higher dividends than VSCAX: VSMVX (1.73) vs VSCAX (0.32). VSCAX was incepted earlier than VSMVX: VSCAX (26 years) vs VSMVX (11 years). VSCAX (1.12) is less costly to investors than VSMVX (0.03). VSCAX (52.00) and VSMVX (52.00) have comparable annual turnover. 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 : 12.12 vs. VSMVX (7.13). VSCAX return over 5 years is better than : 116.87 vs. VSMVX (73.47).
| VSCAX | VSMVX | VSCAX / VSMVX | |
| Total Expense Ratio | 1.12 | 0.03 | 3,733% |
| Annual Report Gross Expense Ratio | 1.12 | 0.03 | 3,733% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 7.614 | 2.693 | 283% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 1.43B | 513% |
| Annual Yield % from dividends | 0.32 | 1.73 | 19% |
| Returns for 1 year | 12.12 | 7.13 | 170% |
| Returns for 3 years | 46.81 | 25.09 | 187% |
| Returns for 5 years | 116.87 | 73.47 | 159% |
| Returns for 10 years | 36.89 | 110.84 | 33% |
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