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SESVX vs VSCAX
SESVX vs VSCAX Comparison
Open Charts SESVX vs VSCAX
SEI Small Cap Value F (SIMT)
Price$21.02
Change+$0.29 (+1.40%)
VolumeN/A
Net Assets269.6M
Invesco Small Cap Value A
Price$22.52
Change+$0.42 (+1.90%)
VolumeN/A
Net Assets6.22B
SESVX vs VSCAX Comparison Chart
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SESVX vs. VSCAX commentary
Apr 04, 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: 6.22B vs. SESVX (270M). 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 : -1.63 vs. SESVX (-17.86). VSCAX return over 5 years is better than : 210.31 vs. SESVX (78.92).
| 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 | -6.453 | -5.997 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 6.22B | 4% |
| Annual Yield % from dividends | 1.25 | 0.37 | 343% |
| Returns for 1 year | -17.86 | -1.63 | 1,099% |
| Returns for 3 years | -16.67 | 11.60 | -144% |
| Returns for 5 years | 78.92 | 210.31 | 38% |
| Returns for 10 years | -7.85 | 8.45 | -93% |
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