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VSCAX vs VSORX
VSCAX vs VSORX Comparison
Open Charts VSCAX vs VSORX
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
Victory Sycamore Small Company Opp R6
Price$46.19
Change+$0.29 (+0.63%)
VolumeN/A
Net Assets5.82B
VSCAX vs VSORX Comparison Chart in %
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VSCAX vs. VSORX commentary
Jul 07, 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 StrongBuy and VSORX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. VSORX (5.82B). VSORX pays higher dividends than VSCAX: VSORX (0.89) vs VSCAX (0.35). VSCAX was incepted earlier than VSORX: VSCAX (26 years) vs VSORX (10 years). VSCAX (1.12) is less costly to investors than VSORX (0.85). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSORX (37.00). VSORX has a lower initial minimum investment than VSCAX: VSORX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. VSORX (-0.80). VSCAX return over 5 years is better than : 135.31 vs. VSORX (32.02).
| VSCAX | VSORX | VSCAX / VSORX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.12 | 0.85 | 132% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 2.722 | -1.870 | -146% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 5.82B | 120% |
| Annual Yield % from dividends | 0.35 | 0.89 | 39% |
| Returns for 1 year | 5.03 | -0.80 | -628% |
| Returns for 3 years | 43.85 | 3.89 | 1,128% |
| Returns for 5 years | 135.31 | 32.02 | 423% |
| Returns for 10 years | 20.55 | N/A | - |
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