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SPSAX vs VSCAX
SPSAX vs VSCAX Comparison
Open Charts SPSAX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq A
Price$19.03
Change+$0.28 (+1.49%)
VolumeN/A
Net Assets93.98M
Invesco Small Cap Value A
Price$23.54
Change+$0.51 (+2.21%)
VolumeN/A
Net Assets6.64B
SPSAX vs VSCAX Comparison Chart in %
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SPSAX vs. VSCAX commentary
Jun 27, 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 SPSAX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.64B vs. SPSAX (94M). SPSAX pays higher dividends than VSCAX: SPSAX (1.22) vs VSCAX (0.37). SPSAX was incepted earlier than VSCAX: SPSAX (15 years) vs VSCAX (26 years). VSCAX (1.12) and SPSAX (1.09) have similar cost to investors . SPSAX is a more actively managed with annual turnover of: 74.00 vs. VSCAX (40.00). SPSAX (6%) and VSCAX (6%) have equivalent initial investment costs. SPSAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 2.06 vs. SPSAX (-2.84). VSCAX return over 5 years is better than : 130.61 vs. SPSAX (80.73).
| SPSAX | VSCAX | SPSAX / VSCAX | |
| Total Expense Ratio | 1.09 | 1.12 | 97% |
| Annual Report Gross Expense Ratio | 1.09 | 1.12 | 97% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -3.945 | -2.042 | 193% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 6.64B | 1% |
| Annual Yield % from dividends | 1.22 | 0.37 | 333% |
| Returns for 1 year | -2.84 | 2.06 | -138% |
| Returns for 3 years | 8.87 | 33.95 | 26% |
| Returns for 5 years | 80.73 | 130.61 | 62% |
| Returns for 10 years | 37.72 | 13.79 | 274% |
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