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STSCX vs VSMAX
STSCX vs VSMAX Comparison
Open Charts STSCX vs VSMAX
Sterling Capital SmCp Val Instl
Price$52.40
Change+$0.81 (+1.57%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
STSCX vs VSMAX Comparison Chart
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VS
VS
STSCX vs. VSMAX commentary
Nov 23, 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 (205M). 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 : 32.49 vs. STSCX (-2.23). VSMAX return over 5 years is better than : 61.09 vs. STSCX (-34.78).
| 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 | 19.265 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 151B | 0% |
| Annual Yield % from dividends | 0.37 | 1.42 | 26% |
| Returns for 1 year | -2.23 | 32.49 | -7% |
| Returns for 3 years | -43.55 | 10.66 | -409% |
| Returns for 5 years | -34.78 | 61.09 | -57% |
| Returns for 10 years | -29.85 | 126.80 | -24% |
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