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SCSIX vs VSMAX
SCSIX vs VSMAX Comparison
Open Charts SCSIX vs VSMAX
Sterling Capital SmCp Val R6
Price$37.88
Change+$0.57 (+1.53%)
VolumeN/A
Net Assets158.05M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SCSIX vs VSMAX Comparison Chart
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SCSIX vs. VSMAX commentary
May 09, 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 SCSIX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SCSIX (158M). VSMAX pays higher dividends than SCSIX: VSMAX (1.56) vs SCSIX (0.35). SCSIX was incepted earlier than VSMAX: SCSIX (5 years) vs VSMAX (25 years). SCSIX (1.06) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. SCSIX (2.87). VSMAX has a lower initial minimum investment than SCSIX: VSMAX (3000) vs SCSIX (10000000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. SCSIX (-16.86). VSMAX return over 5 years is better than : 65.26 vs. SCSIX (-36.56).
| SCSIX | VSMAX | SCSIX / VSMAX | |
| Total Expense Ratio | 0.93 | 0.05 | 1,860% |
| Annual Report Gross Expense Ratio | 1.06 | 0.05 | 2,120% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | -5.328 | -8.397 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 140B | 0% |
| Annual Yield % from dividends | 0.35 | 1.56 | 22% |
| Returns for 1 year | -16.86 | -0.07 | 23,413% |
| Returns for 3 years | -42.24 | 20.37 | -207% |
| Returns for 5 years | -36.56 | 65.26 | -56% |
| Returns for 10 years | 230.90 | 88.31 | 261% |
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