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SPVYX vs VSCAX
SPVYX vs VSCAX Comparison
Open Charts SPVYX vs VSCAX
SEI Small Cap Value Y (SIMT)
Price$25.42
Change-$0.27 (-1.05%)
VolumeN/A
Net Assets310.15M
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
SPVYX vs VSCAX Comparison Chart in %
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SPVYX vs. VSCAX commentary
Dec 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. SPVYX (310M). SPVYX pays higher dividends than VSCAX: SPVYX (1.12) vs VSCAX (0.31). 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 : 7.48 vs. SPVYX (-7.81). VSCAX return over 5 years is better than : 88.18 vs. SPVYX (25.86).
| 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 | 17.159 | 21.523 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 8.48B | 4% |
| Annual Yield % from dividends | 1.12 | 0.31 | 366% |
| Returns for 1 year | -7.81 | 7.48 | -104% |
| Returns for 3 years | 12.66 | 52.50 | 24% |
| Returns for 5 years | 25.86 | 88.18 | 29% |
| Returns for 10 years | 38.23 | 80.66 | 47% |
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