Ad is loading...
SPSDX vs VSCAX
SPSDX vs VSCAX Comparison
Open Charts SPSDX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq C
Price$21.39
Change-$0.27 (-1.25%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$26.46
Change-$0.23 (-0.86%)
VolumeN/A
CapitalizationN/A
SPSDX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VSCAX commentary
Nov 13, 2024
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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.47B vs. SPSDX (117M). SPSDX pays higher dividends than VSCAX: SPSDX (1.32) vs VSCAX (0.48). SPSDX was incepted earlier than VSCAX: SPSDX (15 years) vs VSCAX (25 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 : 45.68 vs. SPSDX (38.99). VSCAX return over 5 years is better than : 90.59 vs. SPSDX (52.52).
| SPSDX | VSCAX | SPSDX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 18.145 | 31.413 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 6.47B | 2% |
| Annual Yield % from dividends | 1.32 | 0.48 | 276% |
| Returns for 1 year | 38.99 | 45.68 | 85% |
| Returns for 3 years | 8.57 | 20.39 | 42% |
| Returns for 5 years | 52.52 | 90.59 | 58% |
| Returns for 10 years | 56.40 | 21.20 | 266% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers