Interact to see
Advertisement
Advertisement
SPSDX vs VSCAX
SPSDX vs VSCAX Comparison
Open Charts SPSDX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq C
Price$17.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
SPSDX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VSCAX commentary
Jun 06, 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: 6.37B vs. SPSDX (92.2M). SPSDX pays higher dividends than VSCAX: SPSDX (0.92) 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 : -2.24 vs. SPSDX (-7.79). VSCAX return over 5 years is better than : 90.33 vs. SPSDX (45.83).
| 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 | -6.175 | -4.679 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 6.37B | 1% |
| Annual Yield % from dividends | 0.92 | 0.37 | 251% |
| Returns for 1 year | -7.79 | -2.24 | 348% |
| Returns for 3 years | -7.80 | 15.89 | -49% |
| Returns for 5 years | 45.83 | 90.33 | 51% |
| Returns for 10 years | 22.80 | 9.86 | 231% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement