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VSCAX vs VSOYX
VSCAX vs VSOYX Comparison
Open Charts VSCAX vs VSOYX
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
Victory Sycamore Small Company Opp Y
Price$45.80
Change+$0.29 (+0.64%)
VolumeN/A
Net Assets5.82B
VSCAX vs VSOYX Comparison Chart in %
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VSCAX vs. VSOYX 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 VSOYX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. VSOYX (5.82B). VSOYX pays higher dividends than VSCAX: VSOYX (0.80) vs VSCAX (0.35). VSCAX was incepted earlier than VSOYX: VSCAX (26 years) vs VSOYX (12 years). VSCAX (1.12) is less costly to investors than VSOYX (0.98). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSOYX (37.00). VSCAX has a lower initial minimum investment than VSOYX: VSCAX (1000) vs VSOYX (1000000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. VSOYX (-0.94). VSCAX return over 5 years is better than : 135.31 vs. VSOYX (31.20).
| VSCAX | VSOYX | VSCAX / VSOYX | |
| Total Expense Ratio | 1.12 | 0.98 | 114% |
| Annual Report Gross Expense Ratio | 1.12 | 0.98 | 114% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 2.722 | -1.927 | -141% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.97B | 5.82B | 120% |
| Annual Yield % from dividends | 0.35 | 0.80 | 43% |
| Returns for 1 year | 5.03 | -0.94 | -533% |
| Returns for 3 years | 43.85 | 3.39 | 1,293% |
| Returns for 5 years | 135.31 | 31.20 | 434% |
| Returns for 10 years | 20.55 | 19.24 | 107% |
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