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SPVYX vs VSCAX
SPVYX vs VSCAX Comparison
Open Charts SPVYX vs VSCAX
SEI Small Cap Value Y (SIMT)
Price$19.39
Change+$1.52 (+8.51%)
VolumeN/A
Net Assets232.22M
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
SPVYX vs VSCAX Comparison Chart
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SPVYX vs. VSCAX commentary
Apr 11, 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 Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.29B vs. SPVYX (232M). SPVYX pays higher dividends than VSCAX: SPVYX (1.51) vs VSCAX (0.37). SPVYX was incepted earlier than VSCAX: SPVYX (9 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 : -17.67 vs. SPVYX (-29.24). VSCAX return over 5 years is better than : 111.12 vs. SPVYX (28.09).
| SPVYX | VSCAX | SPVYX / VSCAX | |
| Total Expense Ratio | 0.98 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.12 | 87% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -19.039 | -20.077 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 5.29B | 4% |
| Annual Yield % from dividends | 1.51 | 0.37 | 411% |
| Returns for 1 year | -29.24 | -17.67 | 165% |
| Returns for 3 years | -24.61 | -0.44 | 5,583% |
| Returns for 5 years | 28.09 | 111.12 | 25% |
| Returns for 10 years | N/A | -7.75 | - |
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