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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$17.10
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets84.99M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
SPSAX vs VSIAX Comparison Chart
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SPSAX vs. VSIAX commentary
Apr 25, 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. SPSAX (85M). VSIAX pays higher dividends than SPSAX: VSIAX (2.27) vs SPSAX (1.23). SPSAX was incepted earlier than VSIAX: SPSAX (15 years) vs VSIAX (14 years). SPSAX (1.09) is less costly to investors than VSIAX (0.07). 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 : -4.25 vs. SPSAX (-12.81). VSIAX return over 5 years is better than : 90.37 vs. SPSAX (79.22).
| SPSAX | VSIAX | SPSAX / VSIAX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -13.320 | -11.960 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 53.6B | 0% |
| Annual Yield % from dividends | 1.23 | 2.27 | 54% |
| Returns for 1 year | -12.81 | -4.25 | 302% |
| Returns for 3 years | -10.03 | 3.74 | -268% |
| Returns for 5 years | 79.22 | 90.37 | 88% |
| Returns for 10 years | 20.99 | 65.51 | 32% |
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