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SESVX vs VSCAX
SESVX vs VSCAX Comparison
Open Charts SESVX vs VSCAX
SEI Small Cap Value F (SIMT)
Price$19.66
Change+$0.37 (+1.92%)
VolumeN/A
Net Assets248.57M
Invesco Small Cap Value A
Price$21.01
Change+$0.55 (+2.69%)
VolumeN/A
Net Assets5.77B
SESVX vs VSCAX Comparison Chart
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SESVX vs. VSCAX commentary
Apr 25, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.77B vs. SESVX (249M). SESVX pays higher dividends than VSCAX: SESVX (1.25) vs VSCAX (0.37). SESVX was incepted earlier than VSCAX: SESVX (30 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 : -7.11 vs. SESVX (-21.74). VSCAX return over 5 years is better than : 144.54 vs. SESVX (43.31).
| SESVX | VSCAX | SESVX / VSCAX | |
| Total Expense Ratio | 1.14 | 1.12 | 102% |
| Annual Report Gross Expense Ratio | 1.23 | 1.12 | 110% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -12.663 | -12.973 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 5.77B | 4% |
| Annual Yield % from dividends | 1.25 | 0.37 | 343% |
| Returns for 1 year | -21.74 | -7.11 | 306% |
| Returns for 3 years | -19.21 | 10.08 | -191% |
| Returns for 5 years | 43.31 | 144.54 | 30% |
| Returns for 10 years | -13.54 | 0.40 | -3,372% |