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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$18.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
SPSAX vs VSIAX Comparison Chart
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SPSAX vs. VSIAX commentary
Jun 06, 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: 54B vs. SPSAX (92.2M). 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: 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 : 2.78 vs. SPSAX (-6.62). VSIAX return over 5 years is better than : 65.19 vs. SPSAX (52.79).
| 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 | -5.891 | -4.104 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 54B | 0% |
| Annual Yield % from dividends | 1.22 | 2.23 | 55% |
| Returns for 1 year | -6.62 | 2.78 | -238% |
| Returns for 3 years | -4.82 | 13.59 | -35% |
| Returns for 5 years | 52.79 | 65.19 | 81% |
| Returns for 10 years | 34.74 | 82.79 | 42% |
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