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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$28.87
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets144.66M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
STSOX vs VSCIX Comparison Chart
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STSOX vs. VSCIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. STSOX (145M). VSCIX pays higher dividends than STSOX: VSCIX (1.53) vs STSOX (0.00). STSOX was incepted earlier than VSCIX: STSOX (9 years) vs VSCIX (28 years). STSOX (2.06) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 12.00 vs. STSOX (2.87). 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 : -2.39 vs. STSOX (-22.21). VSCIX return over 5 years is better than : 66.91 vs. STSOX (-47.95).
| STSOX | VSCIX | STSOX / VSCIX | |
| Total Expense Ratio | 2.06 | 0.04 | 5,150% |
| Annual Report Gross Expense Ratio | 2.06 | 0.04 | 5,150% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -12.262 | -14.447 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -22.21 | -2.39 | 929% |
| Returns for 3 years | -55.30 | 0.57 | -9,624% |
| Returns for 5 years | -47.95 | 66.91 | -72% |
| Returns for 10 years | N/A | 73.72 | - |