Ad is loading...
Ad is loading...
STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$45.28
Change+$0.69 (+1.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
STSOX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STSOX vs. VSCIX 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 STSOX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. STSOX (205M). VSCIX pays higher dividends than STSOX: VSCIX (1.43) vs STSOX (0.00). STSOX was incepted earlier than VSCIX: STSOX (9 years) vs VSCIX (27 years). VSCIX is a more actively managed with annual turnover of: 12.00 vs. STSOX (0.77). STSOX has a lower initial minimum investment than VSCIX: STSOX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 32.50 vs. STSOX (-7.20). VSCIX return over 5 years is better than : 61.11 vs. STSOX (-42.99).
| STSOX | VSCIX | STSOX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 21.831 | 19.268 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 205M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -7.20 | 32.50 | -22% |
| Returns for 3 years | -49.20 | 10.67 | -461% |
| Returns for 5 years | -42.99 | 61.11 | -70% |
| Returns for 10 years | N/A | 126.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...