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STSOX vs VSMAX
STSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAX
Sterling Capital SmCp Val C
Price$41.66
Change-$0.49 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
STSOX vs VSMAX Comparison Chart
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STSOX vs. VSMAX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. STSOX (206M). VSMAX pays higher dividends than STSOX: VSMAX (1.42) vs STSOX (0.00). STSOX was incepted earlier than VSMAX: STSOX (9 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. STSOX (0.77). 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 : 25.54 vs. STSOX (-13.19). VSMAX return over 5 years is better than : 53.45 vs. STSOX (-45.15).
| STSOX | VSMAX | STSOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 13.825 | 10.898 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -13.19 | 25.54 | -52% |
| Returns for 3 years | -46.39 | 8.91 | -521% |
| Returns for 5 years | -45.15 | 53.45 | -84% |
| Returns for 10 years | N/A | 121.55 | - |
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