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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$22.71
Change-$0.29 (-1.26%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.46
Change-$0.23 (-0.86%)
VolumeN/A
CapitalizationN/A
SPSAX vs VSCAX Comparison Chart
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SPSAX vs. VSCAX commentary
Nov 13, 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 SPSAX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.47B vs. SPSAX (117M). SPSAX pays higher dividends than VSCAX: SPSAX (1.59) vs VSCAX (0.48). SPSAX was incepted earlier than VSCAX: SPSAX (15 years) vs VSCAX (25 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 : 45.68 vs. SPSAX (40.07). VSCAX return over 5 years is better than : 90.59 vs. SPSAX (59.20).
| SPSAX | VSCAX | SPSAX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 18.976 | 31.413 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 6.47B | 2% |
| Annual Yield % from dividends | 1.59 | 0.48 | 334% |
| Returns for 1 year | 40.07 | 45.68 | 88% |
| Returns for 3 years | 11.58 | 20.39 | 57% |
| Returns for 5 years | 59.20 | 90.59 | 65% |
| Returns for 10 years | 70.90 | 21.20 | 334% |
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