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SPSDX vs VSIIX
SPSDX vs VSIIX Comparison
Open Charts SPSDX vs VSIIX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.42
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets109.24M
Vanguard Small Cap Value Index I
Price$53.60
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
SPSDX vs VSIIX Comparison Chart in %
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SPSDX vs. VSIIX commentary
Jan 15, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.8B vs. SPSDX (109M). VSIIX pays higher dividends than SPSDX: VSIIX (1.96) vs SPSDX (1.06). 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 : 12.27 vs. SPSDX (1.33). VSIIX return over 5 years is better than : 51.30 vs. SPSDX (25.73).
| 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 | 4.009 | 5.346 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 59.8B | 0% |
| Annual Yield % from dividends | 1.06 | 1.96 | 54% |
| Returns for 1 year | 1.33 | 12.27 | 11% |
| Returns for 3 years | 14.96 | 34.42 | 43% |
| Returns for 5 years | 25.73 | 51.30 | 50% |
| Returns for 10 years | 55.68 | 162.01 | 34% |
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