VSCAX vs. BRSVX

In the year-to-date period, VSCAX achieves a -4.72% return, which is significantly higher than BRSVX's -8.17% return. Over the past 10 years, VSCAX has outperformed BRSVX with an annualized return of 10.62%, while BRSVX has yielded a comparatively lower 8.79% annualized return.

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VSCAX has a 1.12% expense ratio, which is higher than BRSVX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco Small Cap Value Fund (VSCAX) and Bridgeway Small Cap Value Fund (BRSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current VSCAX Sharpe Ratio is 0.08, which is higher than the BRSVX Sharpe Ratio of -0.17. The chart below compares the historical Sharpe Ratios of VSCAX and BRSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSCAX's dividend yield for the trailing twelve months is around 8.29%, which matches BRSVX's 8.25% yield.

The maximum VSCAX drawdown since its inception was -57.77%, smaller than the maximum BRSVX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for VSCAX and BRSVX.

The current volatility for Invesco Small Cap Value Fund (VSCAX) is 6.05%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 6.50%. This indicates that VSCAX experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.