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SMVIX vs VSCAX
SMVIX vs VSCAX Comparison
Open Charts SMVIX vs VSCAX
SEI Small Cap Value I (SIMT)
Price$21.49
Change-$0.49 (-2.23%)
VolumeN/A
Net Assets287.8M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
SMVIX vs VSCAX Comparison Chart
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SMVIX vs. VSCAX commentary
Feb 23, 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 SMVIX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. SMVIX (288M). 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 : 14.87 vs. SMVIX (-9.87). VSCAX return over 5 years is better than : 73.99 vs. SMVIX (4.55).
| 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 | -1.693 | 0.808 | -209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 6.59B | 4% |
| Annual Yield % from dividends | 0.96 | 0.48 | 200% |
| Returns for 1 year | -9.87 | 14.87 | -66% |
| Returns for 3 years | -12.13 | 27.17 | -45% |
| Returns for 5 years | 4.55 | 73.99 | 6% |
| Returns for 10 years | -3.27 | 17.55 | -19% |
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