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SPVYX vs VSCAX
SPVYX vs VSCAX Comparison
Open Charts SPVYX vs VSCAX
SEI Small Cap Value Y (SIMT)
Price$23.99
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets310.2M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
SPVYX vs VSCAX Comparison Chart in %
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SPVYX vs. VSCAX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. SPVYX (310M). SPVYX pays higher dividends than VSCAX: SPVYX (1.23) vs VSCAX (0.25). SPVYX was incepted earlier than VSCAX: SPVYX (10 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than SPVYX (0.98). SPVYX is a more actively managed with annual turnover of: 57.00 vs. VSCAX (52.00). 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 : 13.42 vs. SPVYX (10.26). VSCAX return over 5 years is better than : 60.33 vs. SPVYX (6.83).
| SPVYX | VSCAX | SPVYX / VSCAX | |
| Total Expense Ratio | 0.80 | 1.10 | 73% |
| Annual Report Gross Expense Ratio | 0.98 | 1.10 | 89% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.870 | 7.230 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 8.84B | 4% |
| Annual Yield % from dividends | 1.23 | 0.25 | 486% |
| Returns for 1 year | 10.26 | 13.42 | 76% |
| Returns for 3 years | 6.40 | 49.33 | 13% |
| Returns for 5 years | 6.83 | 60.33 | 11% |
| Returns for 10 years | 41.41 | 99.03 | 42% |
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