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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$19.03
Change+$0.28 (+1.49%)
VolumeN/A
Net Assets93.98M
Vanguard Small Cap Value Index Admiral
Price$83.99
Change+$1.17 (+1.41%)
VolumeN/A
Net Assets54.02B
SPSAX vs VSIAX Comparison Chart in %
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SPSAX vs. VSIAX commentary
Jun 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. SPSAX (94M). VSIAX pays higher dividends than SPSAX: VSIAX (2.23) vs SPSAX (1.22). 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: 74.00 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 : 6.48 vs. SPSAX (-2.84). VSIAX return over 5 years is better than : 91.98 vs. SPSAX (80.73).
| 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 | -3.945 | -2.599 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 54B | 0% |
| Annual Yield % from dividends | 1.22 | 2.23 | 55% |
| Returns for 1 year | -2.84 | 6.48 | -44% |
| Returns for 3 years | 8.87 | 26.70 | 33% |
| Returns for 5 years | 80.73 | 91.98 | 88% |
| Returns for 10 years | 37.72 | 87.46 | 43% |
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