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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$18.90
Change+$0.07 (+0.37%)
VolumeN/A
Net Assets70.89M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$7.81 (+8.76%)
VolumeN/A
Net Assets59.85B
SPSDX vs VSIAX Comparison Chart in %
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SPSDX vs. VSIAX commentary
Feb 05, 2026
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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. SPSDX (70.9M). VSIAX pays higher dividends than SPSDX: VSIAX (1.85) vs SPSDX (1.01). SPSDX was incepted earlier than VSIAX: SPSDX (16 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: 89.59 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 : 12.04 vs. SPSDX (3.80). VSIAX return over 5 years is better than : 51.14 vs. SPSDX (26.34).
| 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 | 16 years | 14 years | - |
| Gain YTD | 6.719 | 6.559 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.9M | 59.8B | 0% |
| Annual Yield % from dividends | 1.01 | 1.85 | 54% |
| Returns for 1 year | 3.80 | 12.04 | 32% |
| Returns for 3 years | 12.66 | 29.92 | 42% |
| Returns for 5 years | 26.34 | 51.14 | 52% |
| Returns for 10 years | 59.99 | 162.42 | 37% |
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