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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$22.71
Change-$0.29 (-1.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.73
Change-$1.14 (-1.24%)
VolumeN/A
CapitalizationN/A
SPSAX vs VSIAX Comparison Chart
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SPSAX vs. VSIAX commentary
Nov 13, 2024
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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. SPSAX (117M). 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). SPSAX annual gain was more profitable for investors over the last year : 40.07 vs. VSIAX (37.62). VSIAX return over 5 years is better than : 63.68 vs. SPSAX (59.20).
| 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 | 18.976 | 19.303 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 57.6B | 0% |
| Annual Yield % from dividends | 1.59 | 2.01 | 79% |
| Returns for 1 year | 40.07 | 37.62 | 107% |
| Returns for 3 years | 11.58 | 17.13 | 68% |
| Returns for 5 years | 59.20 | 63.68 | 93% |
| Returns for 10 years | 70.90 | 116.10 | 61% |
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