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SPSDX vs VSCAX
SPSDX vs VSCAX Comparison
Open Charts SPSDX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq C
Price$16.10
Change-$1.17 (-6.77%)
VolumeN/A
Net Assets92.77M
Invesco Small Cap Value A
Price$20.55
Change-$1.97 (-8.75%)
VolumeN/A
Net Assets6.34B
SPSDX vs VSCAX Comparison Chart
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SPSDX 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 SPSDX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.35B vs. SPSDX (92.8M). SPSDX pays higher dividends than VSCAX: SPSDX (0.93) vs VSCAX (0.37). SPSDX was incepted earlier than VSCAX: SPSDX (15 years) vs VSCAX (26 years). SPSDX (1.84) is less costly to investors than VSCAX (1.12). SPSDX is a more actively managed with annual turnover of: 154.69 vs. VSCAX (40.00). SPSDX (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. SPSDX (-7.89). VSCAX return over 5 years is better than : 216.20 vs. SPSDX (115.55).
| SPSDX | VSCAX | SPSDX / VSCAX | |
| Total Expense Ratio | 1.84 | 1.12 | 164% |
| Annual Report Gross Expense Ratio | 1.84 | 1.12 | 164% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -5.628 | -4.211 | 134% |
| Front Load | N/A | 6% | - |
| 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 | 0.93 | 0.37 | 254% |
| Returns for 1 year | -7.89 | -1.20 | 656% |
| Returns for 3 years | -8.18 | 13.84 | -59% |
| Returns for 5 years | 115.55 | 216.20 | 53% |
| Returns for 10 years | 20.31 | 9.77 | 208% |
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