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SPSCX vs VSIAX
SPSCX vs VSIAX Comparison
Open Charts SPSCX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq
Price$19.37
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets96.34M
Vanguard Small Cap Value Index Admiral
Price$84.96
Change+$0.78 (+0.93%)
VolumeN/A
Net Assets60.22B
SPSCX vs VSIAX Comparison Chart
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SPSCX vs. VSIAX commentary
Mar 03, 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 SPSCX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. SPSCX (96.3M). 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 : 8.84 vs. SPSCX (-0.58). VSIAX return over 5 years is better than : 69.56 vs. SPSCX (53.13).
| 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 | -1.924 | -0.247 | 780% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.3M | 60.2B | 0% |
| Annual Yield % from dividends | 1.74 | 2.01 | 87% |
| Returns for 1 year | -0.58 | 8.84 | -7% |
| Returns for 3 years | 2.26 | 17.96 | 13% |
| Returns for 5 years | 53.13 | 69.56 | 76% |
| Returns for 10 years | 44.59 | 91.11 | 49% |
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