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SPVYX vs VSCAX
SPVYX vs VSCAX Comparison
Open Charts SPVYX vs VSCAX
SEI Small Cap Value Y (SIMT)
Price$24.18
Change+$0.40 (+1.68%)
VolumeN/A
Net Assets304.33M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
SPVYX vs VSCAX Comparison Chart in %
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SPVYX vs. VSCAX commentary
Sep 08, 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: 7.33B vs. SPVYX (304M). SPVYX pays higher dividends than VSCAX: SPVYX (1.28) vs VSCAX (0.32). 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 (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 : 12.12 vs. SPVYX (-4.62). VSCAX return over 5 years is better than : 116.87 vs. SPVYX (44.05).
| 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 | 10.087 | 7.614 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 7.33B | 4% |
| Annual Yield % from dividends | 1.28 | 0.32 | 394% |
| Returns for 1 year | -4.62 | 12.12 | -38% |
| Returns for 3 years | 11.82 | 46.81 | 25% |
| Returns for 5 years | 44.05 | 116.87 | 38% |
| Returns for 10 years | N/A | 36.89 | - |
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