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VSCAX vs WSMVX
VSCAX vs WSMVX Comparison
Open Charts VSCAX vs WSMVX
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
Wilshire Small Company Value Instl
Price$28.30
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets22.98M
VSCAX vs WSMVX Comparison Chart in %
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VSCAX vs. WSMVX commentary
Sep 09, 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 WSMVX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. WSMVX (23M). WSMVX pays higher dividends than VSCAX: WSMVX (1.41) vs VSCAX (0.32). VSCAX was incepted earlier than WSMVX: VSCAX (26 years) vs WSMVX (29 years). WSMVX (1.70) is less costly to investors than VSCAX (1.12). WSMVX (53.00) and VSCAX (52.00) have comparable annual turnover. VSCAX has a lower initial minimum investment than WSMVX: VSCAX (1000) vs WSMVX (250000). VSCAX annual gain was more profitable for investors over the last year : 12.12 vs. WSMVX (4.91). VSCAX return over 5 years is better than : 116.87 vs. WSMVX (63.70).
| VSCAX | WSMVX | VSCAX / WSMVX | |
| Total Expense Ratio | 1.12 | 1.10 | 102% |
| Annual Report Gross Expense Ratio | 1.12 | 1.70 | 66% |
| Fund Existence | 26 years | 29 years | - |
| Gain YTD | 7.614 | 8.656 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.33B | 23M | 31,865% |
| Annual Yield % from dividends | 0.32 | 1.41 | 23% |
| Returns for 1 year | 12.12 | 4.91 | 247% |
| Returns for 3 years | 46.81 | 15.37 | 305% |
| Returns for 5 years | 116.87 | 63.70 | 183% |
| Returns for 10 years | 36.89 | 37.20 | 99% |
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