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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$17.95
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets96.16M
Vanguard Small Cap Value Index Admiral
Price$85.24
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets56.44B
SPSDX vs VSIAX Comparison Chart in %
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SPSDX vs. VSIAX commentary
Aug 10, 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 StrongBuy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. SPSDX (96.2M). VSIAX pays higher dividends than SPSDX: VSIAX (2.07) vs SPSDX (0.89). 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 : 6.79 vs. SPSDX (-4.62). VSIAX return over 5 years is better than : 74.58 vs. SPSDX (54.51).
| 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 | -1.913 | 0.372 | -514% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 56.4B | 0% |
| Annual Yield % from dividends | 0.89 | 2.07 | 43% |
| Returns for 1 year | -4.62 | 6.79 | -68% |
| Returns for 3 years | 3.26 | 23.14 | 14% |
| Returns for 5 years | 54.51 | 74.58 | 73% |
| Returns for 10 years | 29.80 | 96.41 | 31% |
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