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VSCAX vs VSOYX
VSCAX vs VSOYX Comparison
Open Charts VSCAX vs VSOYX
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
Victory Sycamore Small Company Opp Y
Price$42.83
Change-$0.79 (-1.81%)
VolumeN/A
Net Assets5.52B
VSCAX vs VSOYX Comparison Chart
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VSCAX vs. VSOYX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. VSOYX (5.52B). VSOYX pays higher dividends than VSCAX: VSOYX (0.83) vs VSCAX (0.37). 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 : 0.16 vs. VSOYX (-8.08). VSCAX return over 5 years is better than : 116.10 vs. VSOYX (23.49).
| 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 | -3.573 | -8.287 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.48B | 5.52B | 117% |
| Annual Yield % from dividends | 0.37 | 0.83 | 44% |
| Returns for 1 year | 0.16 | -8.08 | -2% |
| Returns for 3 years | 29.03 | -2.95 | -985% |
| Returns for 5 years | 116.10 | 23.49 | 494% |
| Returns for 10 years | 10.55 | 9.57 | 110% |
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