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SPVYX vs VSCAX
SPVYX vs VSCAX Comparison
Open Charts SPVYX vs VSCAX
SEI Small Cap Value Y (SIMT)
Price$20.63
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets264.89M
Invesco Small Cap Value A
Price$21.93
Change-$0.07 (-0.32%)
VolumeN/A
Net Assets6.23B
SPVYX vs VSCAX Comparison Chart
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SPVYX vs. VSCAX commentary
May 23, 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 SPVYX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.23B vs. SPVYX (265M). SPVYX pays higher dividends than VSCAX: SPVYX (1.53) vs VSCAX (0.39). SPVYX was incepted earlier than VSCAX: SPVYX (10 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than SPVYX (0.98). SPVYX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (40.00). VSCAX has a lower initial minimum investment than SPVYX: VSCAX (1000) vs SPVYX (100000). VSCAX annual gain was more profitable for investors over the last year : -5.79 vs. SPVYX (-17.43). VSCAX return over 5 years is better than : 130.08 vs. SPVYX (42.66).
| SPVYX | VSCAX | SPVYX / VSCAX | |
| Total Expense Ratio | 0.98 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.12 | 87% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | -6.489 | -6.423 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 6.23B | 4% |
| Annual Yield % from dividends | 1.53 | 0.39 | 397% |
| Returns for 1 year | -17.43 | -5.79 | 301% |
| Returns for 3 years | -9.00 | 21.93 | -41% |
| Returns for 5 years | 42.66 | 130.08 | 33% |
| Returns for 10 years | N/A | 7.33 | - |
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