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SCCPX vs VWESX
SCCPX vs VWESX Comparison
Open Charts SCCPX vs VWESX
Sterling Capital Long Dur Corp Bd Instl
Price$6.78
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets42.99M
Vanguard Long-Term Investment-Grade I
Price$7.60
Change+$0.04 (+0.53%)
VolumeN/A
Net Assets11.7B
SCCPX vs VWESX Comparison Chart
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SCCPX vs. VWESX commentary
May 01, 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 SCCPX is a Hold and VWESX is a Hold.
FUNDAMENTALS
Fundamentals
VWESX has more cash in the bank: 11.7B vs. SCCPX (43M). VWESX (4.95) and SCCPX (4.89) have matching dividends . SCCPX was incepted earlier than VWESX: SCCPX (14 years) vs VWESX (52 years). SCCPX (0.59) is less costly to investors than VWESX (0.21). SCCPX is a more actively managed with annual turnover of: 47.46 vs. VWESX (42.00). VWESX has a lower initial minimum investment than SCCPX: VWESX (3000) vs SCCPX (1000000). SCCPX annual gain was more profitable for investors over the last year : 5.58 vs. VWESX (0.53). SCCPX return over 5 years is better than : -19.92 vs. VWESX (-34.35).
| SCCPX | VWESX | SCCPX / VWESX | |
| Total Expense Ratio | 0.45 | 0.21 | 214% |
| Annual Report Gross Expense Ratio | 0.59 | 0.21 | 281% |
| Fund Existence | 14 years | 52 years | - |
| Gain YTD | 0.800 | 0.398 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43M | 11.7B | 0% |
| Annual Yield % from dividends | 4.89 | 4.95 | 99% |
| Returns for 1 year | 5.58 | 0.53 | 1,049% |
| Returns for 3 years | 0.46 | -13.07 | -4% |
| Returns for 5 years | -19.92 | -34.35 | 58% |
| Returns for 10 years | -7.51 | -15.99 | 47% |
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