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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$18.82
Change+$0.11 (+0.59%)
VolumeN/A
Net Assets110.49M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Jan 19, 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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. SPSDX (110M). 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 : 18.49 vs. SPSDX (6.57). VSIAX return over 5 years is better than : 50.37 vs. SPSDX (27.98).
| 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 | 2.842 | 3.217 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 58.3B | 0% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 6.57 | 18.49 | 36% |
| Returns for 3 years | -0.66 | 17.05 | -4% |
| Returns for 5 years | 27.98 | 50.37 | 56% |
| Returns for 10 years | 40.96 | 109.60 | 37% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TGLR | 30.65 | 0.24 | +0.79% |
| LAFFER|TENGLER Equity Income ETF | |||
| VEGA | 43.78 | 0.33 | +0.75% |
| AdvisorShares STAR Global Buy-Write ETF | |||
| DFIC | 26.11 | 0.10 | +0.40% |
| Dimensional International Core Eq 2 ETF | |||
| GBF | 102.19 | 0.04 | +0.04% |
| iShares Government/Credit Bond ETF | |||
| VCEB | 62.01 | 0.02 | +0.03% |
| Vanguard ESG US Corporate Bond ETF | |||