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VSCAX vs VSMVX
VSCAX vs VSMVX Comparison
Open Charts VSCAX vs VSMVX
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
Vanguard S&P Small-Cap 600 Val Idx Instl
Price$393.53
Change-$1.02 (-0.26%)
VolumeN/A
Net Assets1.45B
VSCAX vs VSMVX Comparison Chart in %
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VSCAX vs. VSMVX 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 VSMVX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. VSMVX (1.45B). VSMVX pays higher dividends than VSCAX: VSMVX (1.74) vs VSCAX (0.32). VSCAX was incepted earlier than VSMVX: VSCAX (26 years) vs VSMVX (11 years). VSCAX (1.10) 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 : 2.33 vs. VSMVX (0.27). VSCAX return over 5 years is better than : 106.26 vs. VSMVX (66.35).
| 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 | 26 years | 11 years | - |
| Gain YTD | 8.932 | 0.930 | 961% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 1.45B | 517% |
| Annual Yield % from dividends | 0.32 | 1.74 | 18% |
| Returns for 1 year | 2.33 | 0.27 | 878% |
| Returns for 3 years | 49.64 | 24.23 | 205% |
| Returns for 5 years | 106.26 | 66.35 | 160% |
| Returns for 10 years | 39.02 | 103.34 | 38% |
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