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SESVX vs VSCAX
SESVX vs VSCAX Comparison
Open Charts SESVX vs VSCAX
SEI Small Cap Value F (SIMT)
Price$20.50
Change-$0.12 (-0.58%)
VolumeN/A
Net Assets263.07M
Invesco Small Cap Value A
Price$21.86
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.2B
SESVX vs VSCAX Comparison Chart
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SESVX vs. VSCAX commentary
May 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.2B vs. SESVX (263M). SESVX pays higher dividends than VSCAX: SESVX (1.27) vs VSCAX (0.39). 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 : -5.75 vs. SESVX (-17.06). VSCAX return over 5 years is better than : 128.62 vs. SESVX (39.94).
| 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 | -7.185 | -7.018 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 6.2B | 4% |
| Annual Yield % from dividends | 1.27 | 0.39 | 331% |
| Returns for 1 year | -17.06 | -5.75 | 297% |
| Returns for 3 years | -9.20 | 22.09 | -42% |
| Returns for 5 years | 39.94 | 128.62 | 31% |
| Returns for 10 years | -6.38 | 7.74 | -82% |
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