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SPSDX vs VSIAX
SPSDX vs VSIAX Comparison
Open Charts SPSDX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.17
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets97.39M
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
SPSDX vs VSIAX Comparison Chart in %
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SPSDX 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 SPSDX is a Hold and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. SPSDX (97.4M). VSIAX pays higher dividends than SPSDX: VSIAX (2.11) vs SPSDX (0.89). SPSDX was incepted earlier than VSIAX: SPSDX (15 years) vs VSIAX (14 years). SPSDX (1.84) is less costly to investors than VSIAX (0.07). SPSDX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). SPSDX has a lower initial minimum investment than VSIAX: SPSDX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. SPSDX (-9.50). VSIAX return over 5 years is better than : 88.99 vs. SPSDX (65.44).
| SPSDX | VSIAX | SPSDX / VSIAX | |
| Total Expense Ratio | 1.84 | 0.07 | 2,629% |
| Annual Report Gross Expense Ratio | 1.84 | 0.07 | 2,629% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -0.710 | 2.904 | -24% |
| Front Load | N/A | 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 | 0.89 | 2.11 | 42% |
| Returns for 1 year | -9.50 | 5.59 | -170% |
| Returns for 3 years | 6.81 | 31.08 | 22% |
| Returns for 5 years | 65.44 | 88.99 | 74% |
| Returns for 10 years | 32.77 | 102.83 | 32% |
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