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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$19.11
Change-$0.41 (-2.10%)
VolumeN/A
Net Assets96.25M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
SPSAX vs VSCAX Comparison Chart
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SPSAX 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 SPSAX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. SPSAX (96.2M). SPSAX pays higher dividends than VSCAX: SPSAX (1.59) vs VSCAX (0.48). SPSAX was incepted earlier than VSCAX: SPSAX (15 years) vs VSCAX (26 years). SPSAX is a more actively managed with annual turnover of: 154.69 vs. VSCAX (51.00). SPSAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 14.87 vs. SPSAX (1.26). VSCAX return over 5 years is better than : 73.99 vs. SPSAX (31.79).
| SPSAX | VSCAX | SPSAX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -2.100 | 0.808 | -260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 6.59B | 1% |
| Annual Yield % from dividends | 1.59 | 0.48 | 334% |
| Returns for 1 year | 1.26 | 14.87 | 8% |
| Returns for 3 years | 1.98 | 27.17 | 7% |
| Returns for 5 years | 31.79 | 73.99 | 43% |
| Returns for 10 years | 40.36 | 17.55 | 230% |
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