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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$20.70
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets103.85M
Vanguard Small Cap Value Index Admiral
Price$89.77
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets58.35B
SPSAX vs VSIAX Comparison Chart in %
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SPSAX vs. VSIAX commentary
Nov 14, 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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. SPSAX (104M). VSIAX pays higher dividends than SPSAX: VSIAX (2.02) vs SPSAX (1.20). 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 : -0.53 vs. SPSAX (-7.66). VSIAX (65.19) and SPSAX (63.31) have equivalent 5 years return.
| 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 | 6.802 | 5.811 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 58.3B | 0% |
| Annual Yield % from dividends | 1.20 | 2.02 | 60% |
| Returns for 1 year | -7.66 | -0.53 | 1,437% |
| Returns for 3 years | 22.85 | 27.41 | 83% |
| Returns for 5 years | 63.31 | 65.19 | 97% |
| Returns for 10 years | 57.00 | 117.18 | 49% |
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