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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$20.07
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets111.13M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
SPSAX vs VSIAX Comparison Chart
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SPSAX vs. VSIAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. SPSAX (111M). 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). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. SPSAX (7.87). VSIAX return over 5 years is better than : 50.37 vs. SPSAX (34.10).
| 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 | 2.818 | 3.217 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 58.3B | 0% |
| Annual Yield % from dividends | 1.59 | 2.01 | 79% |
| Returns for 1 year | 7.87 | 18.49 | 43% |
| Returns for 3 years | 2.50 | 17.05 | 15% |
| Returns for 5 years | 34.10 | 50.37 | 68% |
| Returns for 10 years | 54.56 | 109.60 | 50% |
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