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SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$17.42
Change-$1.27 (-6.80%)
VolumeN/A
Net Assets92.77M
Vanguard Small Cap Value Index I
Price$42.50
Change-$3.06 (-6.72%)
VolumeN/A
Net Assets57.63B
SPSCX vs VSIIX Comparison Chart
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SPSCX vs. VSIIX commentary
Apr 04, 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. SPSCX (92.8M). VSIIX pays higher dividends than SPSCX: VSIIX (2.28) vs SPSCX (1.35). SPSCX was incepted earlier than VSIIX: SPSCX (28 years) vs VSIIX (25 years). SPSCX (0.84) is less costly to investors than VSIIX (0.06). 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). VSIIX annual gain was more profitable for investors over the last year : 1.33 vs. SPSCX (-6.39). VSIIX return over 5 years is better than : 138.15 vs. SPSCX (129.23).
| 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 | 28 years | 25 years | - |
| Gain YTD | -5.367 | -4.147 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.8M | 57.6B | 0% |
| Annual Yield % from dividends | 1.35 | 2.28 | 59% |
| Returns for 1 year | -6.39 | 1.33 | -482% |
| Returns for 3 years | -4.29 | 9.16 | -47% |
| Returns for 5 years | 129.23 | 138.15 | 94% |
| Returns for 10 years | 35.86 | 80.22 | 45% |
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