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SPSAX vs VSIAX
SPSAX vs VSIAX Comparison
Open Charts SPSAX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq A
Price$19.11
Change-$0.41 (-2.10%)
VolumeN/A
Net Assets96.25M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
SPSAX vs VSIAX Comparison Chart
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SPSAX vs. VSIAX commentary
Feb 23, 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 SPSAX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. SPSAX (96.2M). VSIAX pays higher dividends than SPSAX: VSIAX (2.01) vs SPSAX (1.59). SPSAX was incepted earlier than VSIAX: SPSAX (15 years) vs VSIAX (13 years). SPSAX is a more actively managed with annual turnover of: 154.69 vs. VSIAX (16.00). SPSAX has a lower initial minimum investment than VSIAX: SPSAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. SPSAX (1.26). VSIAX return over 5 years is better than : 47.61 vs. SPSAX (31.79).
| SPSAX | VSIAX | SPSAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | -2.100 | -0.294 | 716% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 60.2B | 0% |
| Annual Yield % from dividends | 1.59 | 2.01 | 79% |
| Returns for 1 year | 1.26 | 9.98 | 13% |
| Returns for 3 years | 1.98 | 17.97 | 11% |
| Returns for 5 years | 31.79 | 47.61 | 67% |
| Returns for 10 years | 40.36 | 90.53 | 45% |
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