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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$17.20
Change-$1.25 (-6.78%)
VolumeN/A
Net Assets92.77M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
SPSAX vs VSCAX Comparison Chart
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SPSAX vs. VSCAX commentary
Apr 04, 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: 6.35B vs. SPSAX (92.8M). SPSAX pays higher dividends than VSCAX: SPSAX (1.23) 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: 154.69 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 : -1.20 vs. SPSAX (-6.78). VSCAX return over 5 years is better than : 216.20 vs. SPSAX (125.98).
| 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 | -5.482 | -4.211 | 130% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 6.35B | 1% |
| Annual Yield % from dividends | 1.23 | 0.37 | 337% |
| Returns for 1 year | -6.78 | -1.20 | 564% |
| Returns for 3 years | -5.21 | 13.84 | -38% |
| Returns for 5 years | 125.98 | 216.20 | 58% |
| Returns for 10 years | 32.02 | 9.77 | 328% |
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