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SPSAX vs VSIAX
SPSAX vs VSIAX Comparison
Open Charts SPSAX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq A
Price$19.78
Change-$0.14 (-0.70%)
VolumeN/A
Net Assets98.88M
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
SPSAX vs VSIAX Comparison Chart in %
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SPSAX vs. VSIAX commentary
Aug 18, 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 SPSAX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. SPSAX (98.9M). VSIAX pays higher dividends than SPSAX: VSIAX (2.07) vs SPSAX (1.18). SPSAX was incepted earlier than VSIAX: SPSAX (16 years) vs VSIAX (14 years). SPSAX (1.09) is less costly to investors than VSIAX (0.07). SPSAX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). SPSAX has a lower initial minimum investment than VSIAX: SPSAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 6.63 vs. SPSAX (-2.59). VSIAX return over 5 years is better than : 76.57 vs. SPSAX (63.36).
| SPSAX | VSIAX | SPSAX / VSIAX | |
| Total Expense Ratio | 1.09 | 0.07 | 1,557% |
| Annual Report Gross Expense Ratio | 1.09 | 0.07 | 1,557% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 1.332 | 2.680 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 56.4B | 0% |
| Annual Yield % from dividends | 1.18 | 2.07 | 57% |
| Returns for 1 year | -2.59 | 6.63 | -39% |
| Returns for 3 years | 4.26 | 19.32 | 22% |
| Returns for 5 years | 63.36 | 76.57 | 83% |
| Returns for 10 years | 45.67 | 99.65 | 46% |
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