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SPSDX vs VSIIX
SPSDX vs VSIIX Comparison
Open Charts SPSDX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.64
Change-$0.07 (-0.37%)
VolumeN/A
Net Assets100.87M
Vanguard Small Cap Value Index I
Price$48.42
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
SPSDX vs VSIIX Comparison Chart in %
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SPSDX vs. VSIIX commentary
Nov 20, 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 58.3B vs. SPSDX (101M). VSIIX pays higher dividends than SPSDX: VSIIX (2.03) vs SPSDX (0.90). SPSDX was incepted earlier than VSIIX: SPSDX (16 years) vs VSIIX (26 years). SPSDX (1.84) is less costly to investors than VSIIX (0.06). SPSDX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). SPSDX has a lower initial minimum investment than VSIIX: SPSDX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -1.91 vs. SPSDX (-9.91). VSIIX return over 5 years is better than : 56.05 vs. SPSDX (48.32).
| SPSDX | VSIIX | SPSDX / VSIIX | |
| Total Expense Ratio | 1.84 | 0.06 | 3,067% |
| Annual Report Gross Expense Ratio | 1.84 | 0.06 | 3,067% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 2.793 | 2.289 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101M | 58.3B | 0% |
| Annual Yield % from dividends | 0.90 | 2.03 | 44% |
| Returns for 1 year | -9.91 | -1.91 | 518% |
| Returns for 3 years | 16.33 | 24.39 | 67% |
| Returns for 5 years | 48.32 | 56.05 | 86% |
| Returns for 10 years | 35.57 | 104.71 | 34% |
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