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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$17.90
Change-$0.39 (-2.13%)
VolumeN/A
Net Assets96.25M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. SPSDX (96.2M). 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 : 9.98 vs. SPSDX (2.14). VSIAX return over 5 years is better than : 47.61 vs. SPSDX (28.47).
| 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 | -0.055 | -0.294 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 60.2B | 0% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 2.14 | 9.98 | 21% |
| Returns for 3 years | 0.91 | 17.97 | 5% |
| Returns for 5 years | 28.47 | 47.61 | 60% |
| Returns for 10 years | 30.72 | 90.53 | 34% |
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