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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$18.82
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets111.13M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.68B
SPSDX vs VSCAX Comparison Chart
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SPSDX vs. VSCAX commentary
Jan 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.68B vs. SPSDX (111M). SPSDX pays higher dividends than VSCAX: SPSDX (1.32) vs VSCAX (0.48). SPSDX was incepted earlier than VSCAX: SPSDX (15 years) vs VSCAX (26 years). SPSDX is a more actively managed with annual turnover of: 154.69 vs. VSCAX (51.00). SPSDX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 25.28 vs. SPSDX (6.57). VSCAX return over 5 years is better than : 74.58 vs. SPSDX (27.98).
| SPSDX | VSCAX | SPSDX / 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 | 2.842 | 4.892 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 6.68B | 2% |
| Annual Yield % from dividends | 1.32 | 0.48 | 276% |
| Returns for 1 year | 6.57 | 25.28 | 26% |
| Returns for 3 years | -0.66 | 30.32 | -2% |
| Returns for 5 years | 27.98 | 74.58 | 38% |
| Returns for 10 years | 40.96 | 35.60 | 115% |
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