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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$19.50
Change+$0.18 (+0.93%)
VolumeN/A
Net Assets96.7M
Invesco Small Cap Value A
Price$24.19
Change+$0.33 (+1.38%)
VolumeN/A
Net Assets6.86B
SPSAX vs VSCAX Comparison Chart in %
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SPSAX vs. VSCAX commentary
Jul 18, 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: 6.86B vs. SPSAX (96.7M). SPSAX pays higher dividends than VSCAX: SPSAX (1.18) vs VSCAX (0.35). 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 (52.00). 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 : -0.62 vs. SPSAX (-8.80). VSCAX return over 5 years is better than : 120.39 vs. SPSAX (75.43).
| 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 | -1.025 | 1.489 | -69% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.7M | 6.86B | 1% |
| Annual Yield % from dividends | 1.18 | 0.35 | 342% |
| Returns for 1 year | -8.80 | -0.62 | 1,408% |
| Returns for 3 years | 13.84 | 45.29 | 31% |
| Returns for 5 years | 75.43 | 120.39 | 63% |
| Returns for 10 years | 40.88 | 20.65 | 198% |
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