Ad is loading...
SPSDX vs VSCAX
SPSDX vs VSCAX Comparison
Open Charts SPSDX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq C
Price$16.00
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets84.99M
Invesco Small Cap Value A
Price$20.46
Change+$0.41 (+2.04%)
VolumeN/A
Net Assets5.65B
SPSDX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VSCAX commentary
Apr 25, 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: 5.65B vs. SPSDX (85M). 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 : -8.56 vs. SPSDX (-13.89). VSCAX return over 5 years is better than : 139.64 vs. SPSDX (71.08).
| 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 | -13.497 | -14.717 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 5.65B | 2% |
| Annual Yield % from dividends | 0.93 | 0.37 | 254% |
| Returns for 1 year | -13.89 | -8.56 | 162% |
| Returns for 3 years | -12.85 | 7.30 | -176% |
| Returns for 5 years | 71.08 | 139.64 | 51% |
| Returns for 10 years | 10.28 | -2.18 | -472% |
View a ticker or compare two or three
VS
VS
Ad is loading...