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STSOX vs VSMAX
STSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAX
Sterling Capital SmCp Val C
Price$33.79
Change+$0.24 (+0.72%)
VolumeN/A
Net Assets170.49M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
STSOX vs VSMAX Comparison Chart in %
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STSOX vs. VSMAX commentary
Jul 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. STSOX (170M). VSMAX pays higher dividends than STSOX: VSMAX (1.40) vs STSOX (0.00). STSOX was incepted earlier than VSMAX: STSOX (10 years) vs VSMAX (25 years). STSOX (2.06) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 13.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than VSMAX: STSOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. STSOX (-11.22). VSMAX return over 5 years is better than : 69.54 vs. STSOX (-43.78).
| STSOX | VSMAX | STSOX / VSMAX | |
| Total Expense Ratio | 2.06 | 0.05 | 4,120% |
| Annual Report Gross Expense Ratio | 2.06 | 0.05 | 4,120% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 3.587 | 1.447 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -11.22 | 12.25 | -92% |
| Returns for 3 years | -40.92 | 37.95 | -108% |
| Returns for 5 years | -43.78 | 69.54 | -63% |
| Returns for 10 years | N/A | 109.34 | - |
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