Interact to see
Advertisement
Advertisement
SPSDX vs VSIIX
SPSDX vs VSIIX Comparison
Open Charts SPSDX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq C
Price$19.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets103.66M
Vanguard Small Cap Value Index I
Price$50.59
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets59.22B
SPSDX vs VSIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VSIIX commentary
Sep 09, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. SPSDX (104M). VSIIX pays higher dividends than SPSDX: VSIIX (1.98) vs SPSDX (0.83). SPSDX was incepted earlier than VSIIX: SPSDX (16 years) vs VSIIX (26 years). SPSDX (1.84) is less costly to investors than VSIIX (0.06). SPSDX is a more actively managed with annual turnover of: 74.00 vs. VSIIX (16.00). SPSDX has a lower initial minimum investment than VSIIX: SPSDX (1000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.68 vs. SPSDX (1.96). VSIIX return over 5 years is better than : 88.56 vs. SPSDX (71.46).
| SPSDX | VSIIX | SPSDX / VSIIX | |
| Total Expense Ratio | 1.84 | 0.06 | 3,067% |
| Annual Report Gross Expense Ratio | 1.84 | 0.06 | 3,067% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 5.738 | 6.569 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.2B | 0% |
| Annual Yield % from dividends | 0.83 | 1.98 | 42% |
| Returns for 1 year | 1.96 | 11.68 | 17% |
| Returns for 3 years | 23.62 | 30.55 | 77% |
| Returns for 5 years | 71.46 | 88.56 | 81% |
| Returns for 10 years | 45.87 | 118.51 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PHYS | 27.97 | 0.37 | +1.34% |
| Sprott Physical Gold Trust | |||
| XMPT | 21.50 | 0.27 | +1.27% |
| VanEck CEF Municipal Income ETF | |||
| PTEU | 29.12 | 0.34 | +1.18% |
| Pacer Trendpilot™ European ETF | |||
| GIGB | 46.70 | 0.16 | +0.34% |
| Goldman Sachs Acss Invmt Grd Corp Bd ETF | |||
| CALI | 50.62 | 0.04 | +0.08% |
| iShares Short-Term CA Muni Act ETF | |||