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SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$19.93
Change+$0.11 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.93
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
SPSCX vs VSIIX Comparison Chart
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SPSCX vs. VSIIX commentary
Dec 22, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. SPSCX (108M). 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). VSIIX annual gain was more profitable for investors over the last year : 11.87 vs. SPSCX (2.28). VSIIX return over 5 years is better than : 47.36 vs. SPSCX (32.87).
| 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 | 2.152 | 11.356 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 63B | 0% |
| Annual Yield % from dividends | 1.74 | 2.02 | 86% |
| Returns for 1 year | 2.28 | 11.87 | 19% |
| Returns for 3 years | 3.45 | 15.75 | 22% |
| Returns for 5 years | 32.87 | 47.36 | 69% |
| Returns for 10 years | 50.66 | 97.15 | 52% |
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