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SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$19.72
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets97.07M
Vanguard Small Cap Value Index I
Price$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
SPSCX vs VSIIX Comparison Chart in %
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SPSCX vs. VSIIX commentary
Jul 27, 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 Hold and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. SPSCX (97.1M). VSIIX pays higher dividends than SPSCX: VSIIX (2.12) vs SPSCX (1.29). SPSCX was incepted earlier than VSIIX: SPSCX (29 years) vs VSIIX (26 years). SPSCX (0.84) is less costly to investors than VSIIX (0.06). SPSCX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). SPSCX has a lower initial minimum investment than VSIIX: SPSCX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.03 vs. SPSCX (-8.33). VSIIX return over 5 years is better than : 88.04 vs. SPSCX (75.42).
| SPSCX | VSIIX | SPSCX / VSIIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.84 | 0.06 | 1,400% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -0.456 | 2.356 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 55.6B | 0% |
| Annual Yield % from dividends | 1.29 | 2.12 | 61% |
| Returns for 1 year | -8.33 | 5.03 | -166% |
| Returns for 3 years | 10.94 | 30.39 | 36% |
| Returns for 5 years | 75.42 | 88.04 | 86% |
| Returns for 10 years | 49.36 | 101.81 | 48% |
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