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STSCX vs VSMAX
STSCX vs VSMAX Comparison
Open Charts STSCX vs VSMAX
Sterling Capital SmCp Val Instl
Price$51.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$120.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
STSCX vs VSMAX Comparison Chart
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VS
VS
STSCX vs. VSMAX commentary
Nov 14, 2024
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 STSCX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. STSCX (207M). VSMAX pays higher dividends than STSCX: VSMAX (1.42) vs STSCX (0.37). STSCX was incepted earlier than VSMAX: STSCX (32 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. STSCX (0.77). VSMAX has a lower initial minimum investment than STSCX: VSMAX (3000) vs STSCX (1000000). VSMAX annual gain was more profitable for investors over the last year : 32.13 vs. STSCX (-2.36). VSMAX return over 5 years is better than : 59.11 vs. STSCX (-35.87).
| STSCX | VSMAX | STSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 22.921 | 18.402 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 151B | 0% |
| Annual Yield % from dividends | 0.37 | 1.42 | 26% |
| Returns for 1 year | -2.36 | 32.13 | -7% |
| Returns for 3 years | -43.54 | 7.13 | -611% |
| Returns for 5 years | -35.87 | 59.11 | -61% |
| Returns for 10 years | -28.83 | 128.55 | -22% |
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