Ad is loading...
SPSAX vs VSIAX
SPSAX vs VSIAX Comparison
Open Charts SPSAX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq A
Price$17.20
Change-$1.25 (-6.78%)
VolumeN/A
Net Assets92.77M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
SPSAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSAX vs. VSIAX commentary
Apr 04, 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: 57.6B vs. SPSAX (92.8M). 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 : 1.33 vs. SPSAX (-6.78). VSIAX return over 5 years is better than : 138.18 vs. SPSAX (125.98).
| 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 | -5.482 | -4.128 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 57.6B | 0% |
| Annual Yield % from dividends | 1.23 | 2.27 | 54% |
| Returns for 1 year | -6.78 | 1.33 | -508% |
| Returns for 3 years | -5.21 | 9.17 | -57% |
| Returns for 5 years | 125.98 | 138.18 | 91% |
| Returns for 10 years | 32.02 | 80.20 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SMDD | 12.05 | 2.01 | +20.01% |
| ProShares UltraPro Short MidCap400 | |||
| IBTG | 22.90 | 0.04 | +0.17% |
| iShares iBonds Dec 2026 Term Tr ETF | |||
| BKCI | 47.19 | -0.96 | -1.99% |
| BNY Mellon Concentrated Internatnl ETF | |||
| FMAT | 46.73 | -2.25 | -4.59% |
| Fidelity MSCI Materials ETF | |||
| KBWR | 50.94 | -5.49 | -9.73% |
| Invesco KBW Regional Banking ETF | |||