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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$18.57
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets100.12M
Vanguard Small Cap Value Index Admiral
Price$88.44
Change+$0.26 (+0.29%)
VolumeN/A
Net Assets59.14B
SPSDX vs VSIAX Comparison Chart in %
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SPSDX vs. VSIAX commentary
Oct 21, 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: 59.1B vs. SPSDX (100M). VSIAX pays higher dividends than SPSDX: VSIAX (2.00) vs SPSDX (0.88). 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: 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 : 1.00 vs. SPSDX (-9.24). VSIAX return over 5 years is better than : 75.90 vs. SPSDX (57.40).
| 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 | 2.024 | 4.244 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 59.1B | 0% |
| Annual Yield % from dividends | 0.88 | 2.00 | 44% |
| Returns for 1 year | -9.24 | 1.00 | -925% |
| Returns for 3 years | 22.96 | 36.23 | 63% |
| Returns for 5 years | 57.40 | 75.90 | 76% |
| Returns for 10 years | 35.59 | 109.56 | 32% |
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