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VSCAX vs WPGSX
VSCAX vs WPGSX Comparison
Open Charts VSCAX vs WPGSX
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
WPG Partners Select Small Cap Value Ins
Price$10.78
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets179.52M
VSCAX vs WPGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. WPGSX (180M). VSCAX pays higher dividends than WPGSX: VSCAX (0.35) vs WPGSX (0.09). VSCAX was incepted earlier than WPGSX: VSCAX (26 years) vs WPGSX (4 years). WPGSX (1.13) and VSCAX (1.12) have similar cost to investors . WPGSX is a more actively managed with annual turnover of: 160.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than WPGSX: VSCAX (1000) vs WPGSX (100000). VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. WPGSX (-10.02).
| VSCAX | WPGSX | VSCAX / WPGSX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.13 | 99% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 3.998 | -3.664 | -109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 180M | 3,903% |
| Annual Yield % from dividends | 0.35 | 0.09 | 370% |
| Returns for 1 year | 5.38 | -10.02 | -54% |
| Returns for 3 years | 42.53 | 17.60 | 242% |
| Returns for 5 years | 124.82 | N/A | - |
| Returns for 10 years | 27.85 | N/A | - |
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