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STSOX vs VSMAX
STSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAX
Sterling Capital SmCp Val C
Price$34.37
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets170.64M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
STSOX vs VSMAX Comparison Chart in %
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STSOX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. STSOX (171M). VSMAX pays higher dividends than STSOX: VSMAX (1.37) 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 : 9.17 vs. STSOX (-14.46). VSMAX return over 5 years is better than : 57.73 vs. STSOX (-47.88).
| 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 | 5.365 | 2.517 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 171M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -14.46 | 9.17 | -158% |
| Returns for 3 years | -46.71 | 20.48 | -228% |
| Returns for 5 years | -47.88 | 57.73 | -83% |
| Returns for 10 years | N/A | 113.12 | - |
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