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STSOX vs VSCIX
STSOX vs VSCIX Comparison
Open Charts STSOX vs VSCIX
Sterling Capital SmCp Val C
Price$34.37
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets170.64M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
STSOX vs VSCIX Comparison Chart in %
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STSOX vs. VSCIX commentary
Aug 18, 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 STSOX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. STSOX (171M). VSCIX pays higher dividends than STSOX: VSCIX (1.38) vs STSOX (0.00). STSOX was incepted earlier than VSCIX: STSOX (10 years) vs VSCIX (28 years). STSOX (2.06) is less costly to investors than VSCIX (0.04). VSCIX is a more actively managed with annual turnover of: 13.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than VSCIX: STSOX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.18 vs. STSOX (-14.46). VSCIX return over 5 years is better than : 57.74 vs. STSOX (-47.88).
| STSOX | VSCIX | STSOX / VSCIX | |
| Total Expense Ratio | 2.06 | 0.04 | 5,150% |
| Annual Report Gross Expense Ratio | 2.06 | 0.04 | 5,150% |
| Fund Existence | 10 years | 28 years | - |
| Gain YTD | 5.365 | 2.527 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -14.46 | 9.18 | -158% |
| Returns for 3 years | -46.71 | 20.49 | -228% |
| Returns for 5 years | -47.88 | 57.74 | -83% |
| Returns for 10 years | N/A | 113.17 | - |
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