Ad is loading...
Ad is loading...
SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$22.44
Change-$0.16 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
SPSCX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSCX vs. VSIIX commentary
Nov 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. SPSCX (113M). 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 annual gain was more profitable for investors over the last year : 31.00 vs. VSIIX (28.76). VSIIX (57.48) and SPSCX (54.85) 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 | 15.017 | 15.492 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 57.6B | 0% |
| Annual Yield % from dividends | 1.74 | 2.02 | 86% |
| Returns for 1 year | 31.00 | 28.76 | 108% |
| Returns for 3 years | 8.45 | 13.30 | 64% |
| Returns for 5 years | 54.85 | 57.48 | 95% |
| Returns for 10 years | 69.43 | 108.84 | 64% |
View a ticker or compare two or three
VS
VS
Ad is loading...