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SPSDX vs VSIAX
SPSDX vs VSIAX Comparison
Open Charts SPSDX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.37
Change-$0.78 (-4.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Dec 19, 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 SPSDX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. SPSDX (113M). VSIAX pays higher dividends than SPSDX: VSIAX (2.01) vs SPSDX (1.32). SPSDX was incepted earlier than VSIAX: SPSDX (15 years) vs VSIAX (13 years). SPSDX is a more actively managed with annual turnover of: 154.69 vs. VSIAX (16.00). SPSDX has a lower initial minimum investment than VSIAX: SPSDX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. SPSDX (6.83). VSIAX return over 5 years is better than : 52.83 vs. SPSDX (30.12).
| SPSDX | VSIAX | SPSDX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 4.454 | 15.031 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 63B | 0% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 6.83 | 16.23 | 42% |
| Returns for 3 years | 4.80 | 20.67 | 23% |
| Returns for 5 years | 30.12 | 52.83 | 57% |
| Returns for 10 years | 39.81 | 105.65 | 38% |
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