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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$16.00
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets84.99M
Vanguard Small Cap Value Index Admiral
Price$75.74
Change+$0.88 (+1.18%)
VolumeN/A
Net Assets53.62B
SPSDX vs VSIAX Comparison Chart
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SPSDX vs. VSIAX commentary
Apr 25, 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: 53.6B vs. SPSDX (85M). VSIAX pays higher dividends than SPSDX: VSIAX (2.27) vs SPSDX (0.93). 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 : -4.25 vs. SPSDX (-13.89). VSIAX return over 5 years is better than : 90.37 vs. SPSDX (71.08).
| 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 | -13.497 | -11.960 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85M | 53.6B | 0% |
| Annual Yield % from dividends | 0.93 | 2.27 | 41% |
| Returns for 1 year | -13.89 | -4.25 | 327% |
| Returns for 3 years | -12.85 | 3.74 | -343% |
| Returns for 5 years | 71.08 | 90.37 | 79% |
| Returns for 10 years | 10.28 | 65.51 | 16% |
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