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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$18.10
Change-$0.11 (-0.60%)
VolumeN/A
Net Assets97.05M
Invesco Small Cap Value A
Price$24.14
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets6.94B
SPSDX vs VSCAX Comparison Chart in %
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SPSDX vs. VSCAX commentary
Jul 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.94B vs. SPSDX (97M). SPSDX pays higher dividends than VSCAX: SPSDX (0.89) vs VSCAX (0.35). 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: 74.00 vs. VSCAX (52.00). SPSDX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 1.98 vs. SPSDX (-8.50). VSCAX return over 5 years is better than : 122.98 vs. SPSDX (67.95).
| 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 | -1.093 | 2.680 | -41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97M | 6.94B | 1% |
| Annual Yield % from dividends | 0.89 | 0.35 | 258% |
| Returns for 1 year | -8.50 | 1.98 | -429% |
| Returns for 3 years | 7.08 | 41.95 | 17% |
| Returns for 5 years | 67.95 | 122.98 | 55% |
| Returns for 10 years | 29.19 | 22.74 | 128% |
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