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STSOX vs VSMAX
STSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAX
Sterling Capital SmCp Val C
Price$35.59
Change+$0.49 (+1.40%)
VolumeN/A
Net Assets176.12M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
STSOX vs VSMAX Comparison Chart in %
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STSOX vs. VSMAX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. STSOX (176M). VSMAX pays higher dividends than STSOX: VSMAX (1.31) vs STSOX (0.00). STSOX was incepted earlier than VSMAX: STSOX (10 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 : 13.64 vs. STSOX (-11.16). VSMAX return over 5 years is better than : 66.80 vs. STSOX (-44.62).
| 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 | 10 years | 25 years | - |
| Gain YTD | 9.105 | 6.527 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -11.16 | 13.64 | -82% |
| Returns for 3 years | -39.17 | 39.35 | -100% |
| Returns for 5 years | -44.62 | 66.80 | -67% |
| Returns for 10 years | N/A | 132.90 | - |
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