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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$34.33
Change+$0.23 (+0.67%)
VolumeN/A
Net Assets172.23M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
STSOX vs VSCIX Comparison Chart in %
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STSOX vs. VSCIX commentary
Jul 27, 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: 153B vs. STSOX (172M). VSCIX pays higher dividends than STSOX: VSCIX (1.41) vs STSOX (0.00). STSOX was incepted earlier than VSCIX: STSOX (10 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: 13.00 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 : 8.49 vs. STSOX (-15.40). VSCIX return over 5 years is better than : 66.87 vs. STSOX (-44.90).
| 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 | 10 years | 28 years | - |
| Gain YTD | 5.242 | 2.806 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -15.40 | 8.49 | -181% |
| Returns for 3 years | -42.04 | 34.26 | -123% |
| Returns for 5 years | -44.90 | 66.87 | -67% |
| Returns for 10 years | N/A | 115.25 | - |
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