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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$18.96
Change-$0.22 (-1.15%)
VolumeN/A
Net Assets103.42M
Vanguard Small Cap Value Index Admiral
Price$89.71
Change-$0.83 (-0.92%)
VolumeN/A
Net Assets59.14B
SPSDX vs VSIAX Comparison Chart in %
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SPSDX vs. VSIAX commentary
Oct 08, 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: 59.1B vs. SPSDX (103M). VSIAX pays higher dividends than SPSDX: VSIAX (2.00) vs SPSDX (0.88). SPSDX was incepted earlier than VSIAX: SPSDX (16 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: 74.00 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 : 6.96 vs. SPSDX (-2.28). VSIAX return over 5 years is better than : 79.84 vs. SPSDX (61.90).
| 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 | 16 years | 14 years | - |
| Gain YTD | 5.375 | 6.719 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 59.1B | 0% |
| Annual Yield % from dividends | 0.88 | 2.00 | 44% |
| Returns for 1 year | -2.28 | 6.96 | -33% |
| Returns for 3 years | 33.17 | 44.71 | 74% |
| Returns for 5 years | 61.90 | 79.84 | 78% |
| Returns for 10 years | 41.32 | 114.39 | 36% |
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