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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$34.30
Change-$0.28 (-0.81%)
VolumeN/A
Net Assets187.02M
Vanguard Small Cap Index I
Price$120.42
Change-$0.60 (-0.50%)
VolumeN/A
Net Assets155.27B
STSOX vs VSCIX Comparison Chart
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STSOX vs. VSCIX commentary
Jan 23, 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 STSOX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. STSOX (187M). VSCIX pays higher dividends than STSOX: VSCIX (1.43) vs STSOX (0.00). STSOX was incepted earlier than VSCIX: STSOX (9 years) vs VSCIX (28 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 : 20.15 vs. STSOX (-4.85). VSCIX return over 5 years is better than : 53.36 vs. STSOX (-55.32).
| STSOX | VSCIX | STSOX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 5.150 | 4.577 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -4.85 | 20.15 | -24% |
| Returns for 3 years | -47.29 | 24.55 | -193% |
| Returns for 5 years | -55.32 | 53.36 | -104% |
| Returns for 10 years | N/A | 125.65 | - |