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SPSCX vs VSIAX
SPSCX vs VSIAX Comparison
Open Charts SPSCX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq
Price$22.44
Change-$0.16 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
SPSCX vs VSIAX Comparison Chart
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SPSCX vs. VSIAX commentary
Nov 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. SPSCX (113M). 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). SPSCX annual gain was more profitable for investors over the last year : 31.00 vs. VSIAX (28.76). VSIAX (57.44) and SPSCX (54.85) have equivalent 5 years return.
| 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 | 15.017 | 15.498 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 57.6B | 0% |
| Annual Yield % from dividends | 1.74 | 2.01 | 87% |
| Returns for 1 year | 31.00 | 28.76 | 108% |
| Returns for 3 years | 8.45 | 13.29 | 64% |
| Returns for 5 years | 54.85 | 57.44 | 95% |
| Returns for 10 years | 69.43 | 108.79 | 64% |