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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$35.59
Change+$0.49 (+1.40%)
VolumeN/A
Net Assets176.12M
Vanguard Small Cap Index I
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
STSOX vs VSCIX Comparison Chart in %
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STSOX vs. VSCIX commentary
Sep 08, 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: 161B vs. STSOX (176M). VSCIX pays higher dividends than STSOX: VSCIX (1.32) 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 : 13.65 vs. STSOX (-11.16). VSCIX return over 5 years is better than : 66.81 vs. STSOX (-44.62).
| 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 | 9.105 | 6.537 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -11.16 | 13.65 | -82% |
| Returns for 3 years | -39.17 | 39.36 | -100% |
| Returns for 5 years | -44.62 | 66.81 | -67% |
| Returns for 10 years | N/A | 132.96 | - |
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