Ad is loading...
SPSCX vs VSIAX
SPSCX vs VSIAX Comparison
Open Charts SPSCX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq
Price$19.93
Change+$0.11 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.75
Change+$0.87 (+1.02%)
VolumeN/A
CapitalizationN/A
SPSCX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSCX vs. VSIAX commentary
Dec 22, 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 SPSCX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. SPSCX (108M). VSIAX pays higher dividends than SPSCX: VSIAX (2.01) vs SPSCX (1.74). SPSCX was incepted earlier than VSIAX: SPSCX (28 years) vs VSIAX (13 years). SPSCX is a more actively managed with annual turnover of: 154.69 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than SPSCX: VSIAX (3000) vs SPSCX (1000000). VSIAX annual gain was more profitable for investors over the last year : 11.88 vs. SPSCX (2.28). VSIAX return over 5 years is better than : 47.32 vs. SPSCX (32.87).
| SPSCX | VSIAX | SPSCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 2.152 | 11.356 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 63B | 0% |
| Annual Yield % from dividends | 1.74 | 2.01 | 87% |
| Returns for 1 year | 2.28 | 11.88 | 19% |
| Returns for 3 years | 3.45 | 15.75 | 22% |
| Returns for 5 years | 32.87 | 47.32 | 69% |
| Returns for 10 years | 50.66 | 97.07 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...