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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$41.66
Change-$0.49 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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STSOX vs VSCIX Comparison Chart
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STSOX vs. VSCIX commentary
Sep 21, 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: 149B vs. STSOX (206M). 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 : 25.54 vs. STSOX (-13.19). VSCIX return over 5 years is better than : 53.46 vs. STSOX (-45.15).
| 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 | 13.825 | 10.899 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -13.19 | 25.54 | -52% |
| Returns for 3 years | -46.39 | 8.92 | -520% |
| Returns for 5 years | -45.15 | 53.46 | -84% |
| Returns for 10 years | N/A | 121.62 | - |
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