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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$21.35
Change+$0.09 (+0.42%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.92
Change+$0.32 (+0.35%)
VolumeN/A
CapitalizationN/A
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SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Nov 10, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. SPSDX (115M). 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). SPSDX (38.67) and VSIAX (37.71) have marching annual gain over last year. VSIAX return over 5 years is better than : 60.84 vs. SPSDX (49.83).
| 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 | 16.454 | 18.070 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 57.6B | 0% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 38.67 | 37.71 | 103% |
| Returns for 3 years | 6.96 | 15.79 | 44% |
| Returns for 5 years | 49.83 | 60.84 | 82% |
| Returns for 10 years | 53.64 | 113.35 | 47% |
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