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SMVIX vs VSCAX
SMVIX vs VSCAX Comparison
Open Charts SMVIX vs VSCAX
SEI Small Cap Value I (SIMT)
Price$22.73
Change-$4.77 (-17.35%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
SMVIX vs VSCAX Comparison Chart
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SMVIX vs. VSCAX commentary
Dec 18, 2024
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 SMVIX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. SMVIX (312M). SMVIX pays higher dividends than VSCAX: SMVIX (0.96) vs VSCAX (0.48). SMVIX was incepted earlier than VSCAX: SMVIX (23 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. SMVIX (39.00). VSCAX has a lower initial minimum investment than SMVIX: VSCAX (1000) vs SMVIX (100000). VSCAX annual gain was more profitable for investors over the last year : 22.21 vs. SMVIX (16.28). VSCAX return over 5 years is better than : 70.83 vs. SMVIX (30.20).
| SMVIX | VSCAX | SMVIX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 13.794 | 19.204 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 6.61B | 5% |
| Annual Yield % from dividends | 0.96 | 0.48 | 200% |
| Returns for 1 year | 16.28 | 22.21 | 73% |
| Returns for 3 years | 12.58 | 40.10 | 31% |
| Returns for 5 years | 30.20 | 70.83 | 43% |
| Returns for 10 years | 26.97 | 25.79 | 105% |
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