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STSOX vs VSMAX
STSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAX
Sterling Capital SmCp Val C
Price$31.35
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets160.25M
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
STSOX vs VSMAX Comparison Chart
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STSOX vs. VSMAX commentary
May 11, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. STSOX (160M). VSMAX pays higher dividends than STSOX: VSMAX (1.56) vs STSOX (0.00). STSOX was incepted earlier than VSMAX: STSOX (9 years) vs VSMAX (25 years). STSOX (2.06) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than VSMAX: STSOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 0.37 vs. STSOX (-19.76). VSMAX return over 5 years is better than : 67.81 vs. STSOX (-45.82).
| STSOX | VSMAX | STSOX / VSMAX | |
| Total Expense Ratio | 2.06 | 0.05 | 4,120% |
| Annual Report Gross Expense Ratio | 2.06 | 0.05 | 4,120% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.893 | -6.980 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.56 | - |
| Returns for 1 year | -19.76 | 0.37 | -5,294% |
| Returns for 3 years | -46.99 | 22.79 | -206% |
| Returns for 5 years | -45.82 | 67.81 | -68% |
| Returns for 10 years | N/A | 91.55 | - |
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