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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$19.46
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets97.39M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
SPSAX vs VSIAX Comparison Chart in %
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SPSAX vs. VSIAX commentary
Jul 27, 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 Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. SPSAX (97.4M). VSIAX pays higher dividends than SPSAX: VSIAX (2.11) vs SPSAX (1.18). SPSAX was incepted earlier than VSIAX: SPSAX (15 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 : 5.59 vs. SPSAX (-8.35). VSIAX return over 5 years is better than : 88.99 vs. SPSAX (73.40).
| 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 | 15 years | 14 years | - |
| Gain YTD | -0.307 | 2.904 | -11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 55.6B | 0% |
| Annual Yield % from dividends | 1.18 | 2.11 | 56% |
| Returns for 1 year | -8.35 | 5.59 | -149% |
| Returns for 3 years | 10.27 | 31.08 | 33% |
| Returns for 5 years | 73.40 | 88.99 | 82% |
| Returns for 10 years | 45.64 | 102.83 | 44% |
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