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VSCAX vs WPGTX
VSCAX vs WPGTX Comparison
Open Charts VSCAX vs WPGTX
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
WPG Partners Small Cap Value Div Fund
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets31.25M
VSCAX vs WPGTX Comparison Chart in %
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VSCAX vs. WPGTX commentary
Aug 18, 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: 7.03B vs. WPGTX (31.2M). WPGTX pays higher dividends than VSCAX: WPGTX (0.78) vs VSCAX (0.34). 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 : 6.49 vs. WPGTX (-4.42). VSCAX return over 5 years is better than : 105.42 vs. WPGTX (63.66).
| 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 | 3.658 | 0.518 | 707% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.03B | 31.2M | 22,519% |
| Annual Yield % from dividends | 0.34 | 0.78 | 43% |
| Returns for 1 year | 6.49 | -4.42 | -147% |
| Returns for 3 years | 30.98 | -7.26 | -427% |
| Returns for 5 years | 105.42 | 63.66 | 166% |
| Returns for 10 years | 26.84 | 29.47 | 91% |
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