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SESVX vs VSCAX
SESVX vs VSCAX Comparison
Open Charts SESVX vs VSCAX
SEI Small Cap Value F (SIMT)
Price$20.94
Change-$0.41 (-1.92%)
VolumeN/A
Net Assets267.35M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.48B
SESVX vs VSCAX Comparison Chart
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SESVX vs. VSCAX commentary
Jun 15, 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 SESVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.48B vs. SESVX (267M). SESVX pays higher dividends than VSCAX: SESVX (1.22) vs VSCAX (0.37). SESVX was incepted earlier than VSCAX: SESVX (31 years) vs VSCAX (26 years). SESVX (1.23) is less costly to investors than VSCAX (1.12). SESVX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than SESVX: VSCAX (1000) vs SESVX (100000). VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. SESVX (-11.93). VSCAX return over 5 years is better than : 116.10 vs. SESVX (35.61).
| SESVX | VSCAX | SESVX / VSCAX | |
| Total Expense Ratio | 1.14 | 1.12 | 102% |
| Annual Report Gross Expense Ratio | 1.23 | 1.12 | 110% |
| Fund Existence | 31 years | 26 years | - |
| Gain YTD | -3.337 | -3.573 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 6.48B | 4% |
| Annual Yield % from dividends | 1.22 | 0.37 | 333% |
| Returns for 1 year | -11.93 | 0.16 | -7,636% |
| Returns for 3 years | -2.52 | 29.03 | -9% |
| Returns for 5 years | 35.61 | 116.10 | 31% |
| Returns for 10 years | -4.97 | 10.55 | -47% |
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