Ad is loading...
SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$22.17
Change-$0.04 (-0.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.20
Change+$0.02 (+0.04%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SPSCX vs VSIIX Comparison Chart
Loading...
SPSCX vs. VSIIX commentary
Oct 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. SPSCX (112M). VSIIX pays higher dividends than SPSCX: VSIIX (2.02) vs SPSCX (1.74). SPSCX was incepted earlier than VSIIX: SPSCX (28 years) vs VSIIX (25 years). SPSCX is a more actively managed with annual turnover of: 154.69 vs. VSIIX (16.00). SPSCX has a lower initial minimum investment than VSIIX: SPSCX (1000000) vs VSIIX (5000000). SPSCX (33.09) and VSIIX (31.65) have marching annual gain over last year. VSIIX (62.11) and SPSCX (59.36) have equivalent 5 years return.
| SPSCX | VSIIX | SPSCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 13.838 | 14.307 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112M | 58.3B | 0% |
| Annual Yield % from dividends | 1.74 | 2.02 | 86% |
| Returns for 1 year | 33.09 | 31.65 | 105% |
| Returns for 3 years | 14.72 | 17.48 | 84% |
| Returns for 5 years | 59.36 | 62.11 | 96% |
| Returns for 10 years | 80.31 | 122.24 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCDTX | 37.07 | 0.48 | +1.31% |
| Fidelity Advisor Stock Selector Sm Cp M | |||
| GAMPX | 14.23 | 0.09 | +0.64% |
| GS Energy Infrastructure Fd P | |||
| BALCX | 36.24 | 0.14 | +0.39% |
| American Funds American Balanced C | |||
| AFCLX | 17.32 | 0.03 | +0.17% |
| American Century Focused Intl Gr A | |||
| WILIX | 20.85 | -0.15 | -0.71% |
| William Blair International Ldrs I | |||