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VSCAX vs WPGTX
VSCAX vs WPGTX Comparison
Open Charts VSCAX vs WPGTX
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
WPG Partners Small Cap Value Div Fund
Price$20.29
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets32.6M
VSCAX vs WPGTX Comparison Chart in %
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VSCAX vs. WPGTX commentary
Sep 08, 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 Buy and WPGTX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. WPGTX (32.6M). WPGTX pays higher dividends than VSCAX: WPGTX (0.75) vs VSCAX (0.32). VSCAX was incepted earlier than WPGTX: VSCAX (26 years) vs WPGTX (53 years). WPGTX (1.27) is less costly to investors than VSCAX (1.12). WPGTX is a more actively managed with annual turnover of: 74.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than WPGTX: VSCAX (1000) vs WPGTX (100000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. WPGTX (0.25). VSCAX return over 5 years is better than : 116.87 vs. WPGTX (74.84).
| VSCAX | WPGTX | VSCAX / WPGTX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.27 | 88% |
| Fund Existence | 26 years | 53 years | - |
| Gain YTD | 7.614 | 5.021 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 32.6M | 22,482% |
| Annual Yield % from dividends | 0.32 | 0.75 | 43% |
| Returns for 1 year | 12.12 | 0.25 | 4,775% |
| Returns for 3 years | 46.81 | 6.60 | 709% |
| Returns for 5 years | 116.87 | 74.84 | 156% |
| Returns for 10 years | 36.89 | 40.79 | 90% |
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