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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$17.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets92.19M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Jun 06, 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 SPSDX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. SPSDX (92.2M). VSIAX pays higher dividends than SPSDX: VSIAX (2.23) vs SPSDX (0.92). SPSDX was incepted earlier than VSIAX: SPSDX (15 years) vs VSIAX (14 years). SPSDX (1.84) is less costly to investors than VSIAX (0.07). 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 : 2.78 vs. SPSDX (-7.79). VSIAX return over 5 years is better than : 65.19 vs. SPSDX (45.83).
| SPSDX | VSIAX | SPSDX / VSIAX | |
| Total Expense Ratio | 1.84 | 0.07 | 2,629% |
| Annual Report Gross Expense Ratio | 1.84 | 0.07 | 2,629% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -6.175 | -4.104 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.2M | 54B | 0% |
| Annual Yield % from dividends | 0.92 | 2.23 | 41% |
| Returns for 1 year | -7.79 | 2.78 | -280% |
| Returns for 3 years | -7.80 | 13.59 | -57% |
| Returns for 5 years | 45.83 | 65.19 | 70% |
| Returns for 10 years | 22.80 | 82.79 | 28% |
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