SCETX vs. VSCAX
Compare and contrast key facts about Virtus Ceredex Small-Cap Value Equity Fund (SCETX) and Invesco Small Cap Value Fund (VSCAX).
SCETX is managed by Virtus. It was launched on Jan 31, 1997. VSCAX is managed by Invesco. It was launched on Jun 21, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCETX or VSCAX.
Key characteristics
| SCETX | VSCAX | |
|---|---|---|
| YTD Return | 12.26% | 18.51% |
| 1Y Return | 20.97% | 31.98% |
| 3Y Return (Ann) | 8.01% | 19.20% |
| 5Y Return (Ann) | 8.71% | 20.21% |
| 10Y Return (Ann) | 2.74% | 10.28% |
| Sharpe Ratio | 1.17 | 1.43 |
| Daily Std Dev | 17.35% | 21.93% |
| Max Drawdown | -72.45% | -61.59% |
| Current Drawdown | 0.00% | -1.80% |
Correlation
The correlation between SCETX and VSCAX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SCETX vs. VSCAX - Performance Comparison
In the year-to-date period, SCETX achieves a 12.26% return, which is significantly lower than VSCAX's 18.51% return. Over the past 10 years, SCETX has underperformed VSCAX with an annualized return of 2.74%, while VSCAX has yielded a comparatively higher 10.28% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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SCETX vs. VSCAX - Expense Ratio Comparison
SCETX has a 1.15% expense ratio, which is higher than VSCAX's 1.12% expense ratio.
Risk-Adjusted Performance
SCETX vs. VSCAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Ceredex Small-Cap Value Equity Fund (SCETX) and Invesco Small Cap Value Fund (VSCAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SCETX vs. VSCAX - Dividend Comparison
SCETX's dividend yield for the trailing twelve months is around 9.11%, more than VSCAX's 4.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCETX Virtus Ceredex Small-Cap Value Equity Fund | 9.11% | 11.38% | 22.49% | 18.08% | 1.29% | 5.64% | 19.10% | 17.59% | 1.03% | 1.94% | 1.01% | 0.78% |
VSCAX Invesco Small Cap Value Fund | 4.16% | 4.93% | 10.12% | 16.94% | 0.30% | 2.53% | 28.45% | 16.65% | 1.88% | 0.06% | 17.13% | 8.46% |
Drawdowns
SCETX vs. VSCAX - Drawdown Comparison
The maximum SCETX drawdown since its inception was -72.45%, which is greater than VSCAX's maximum drawdown of -61.59%. Use the drawdown chart below to compare losses from any high point for SCETX and VSCAX. For additional features, visit the drawdowns tool.
Volatility
SCETX vs. VSCAX - Volatility Comparison
The current volatility for Virtus Ceredex Small-Cap Value Equity Fund (SCETX) is 5.37%, while Invesco Small Cap Value Fund (VSCAX) has a volatility of 7.70%. This indicates that SCETX experiences smaller price fluctuations and is considered to be less risky than VSCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.