STSOX
Price
$33.79
Change
+$0.24 (+0.72%)
Updated
Jul 3 closing price
Net Assets
170.49M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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STSOX vs VSMAX

Header iconSTSOX vs VSMAX Comparison
Open Charts STSOX vs VSMAXBanner chart's image
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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VS
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.

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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).
STSOXVSMAXSTSOX / VSMAX
Total Expense Ratio2.060.054,120%
Annual Report Gross Expense Ratio2.060.054,120%
Fund Existence10 years25 years-
Gain YTD3.5871.447248%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets170M148B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-11.2212.25-92%
Returns for 3 years-40.9237.95-108%
Returns for 5 years-43.7869.54-63%
Returns for 10 yearsN/A109.34-
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