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SPSCX vs VSIIX
SPSCX vs VSIIX Comparison
Open Charts SPSCX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq
Price$21.01
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets104.42M
Vanguard Small Cap Value Index I
Price$49.74
Change-$0.50 (-1.00%)
VolumeN/A
Net Assets59.22B
SPSCX vs VSIIX Comparison Chart in %
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SPSCX vs. VSIIX commentary
Sep 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 SPSCX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. SPSCX (104M). VSIIX pays higher dividends than SPSCX: VSIIX (1.98) vs SPSCX (1.20). SPSCX was incepted earlier than VSIIX: SPSCX (29 years) vs VSIIX (26 years). SPSCX (0.84) is less costly to investors than VSIIX (0.06). SPSCX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). SPSCX has a lower initial minimum investment than VSIIX: SPSCX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 4.18 vs. SPSCX (-0.37). VSIIX (94.76) and SPSCX (92.87) have equivalent 5 years return.
| SPSCX | VSIIX | SPSCX / VSIIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.84 | 0.06 | 1,400% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 7.241 | 4.778 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.2B | 0% |
| Annual Yield % from dividends | 1.20 | 1.98 | 61% |
| Returns for 1 year | -0.37 | 4.18 | -9% |
| Returns for 3 years | 44.59 | 46.35 | 96% |
| Returns for 5 years | 92.87 | 94.76 | 98% |
| Returns for 10 years | 71.42 | 126.87 | 56% |
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