Interact to see
Advertisement
Advertisement
SPSDX vs VISVX
SPSDX vs VISVX Comparison
Open Charts SPSDX vs VISVX
Sterling Capital Behav Sm Cp Val Eq C
Price$18.46
Change-$0.13 (-0.70%)
VolumeN/A
Net Assets98.88M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
SPSDX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VISVX 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 SPSDX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. SPSDX (98.9M). VISVX pays higher dividends than SPSDX: VISVX (1.95) vs SPSDX (0.89). SPSDX was incepted earlier than VISVX: SPSDX (16 years) vs VISVX (27 years). SPSDX (1.84) is less costly to investors than VISVX (0.19). SPSDX is a more actively managed with annual turnover of: 74.00 vs. VISVX (16.00). SPSDX has a lower initial minimum investment than VISVX: SPSDX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 6.61 vs. SPSDX (-3.78). VISVX return over 5 years is better than : 76.46 vs. SPSDX (55.75).
| SPSDX | VISVX | SPSDX / VISVX | |
| Total Expense Ratio | 1.84 | 0.19 | 968% |
| Annual Report Gross Expense Ratio | 1.84 | 0.19 | 968% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 0.874 | 2.657 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 56.4B | 0% |
| Annual Yield % from dividends | 0.89 | 1.95 | 46% |
| Returns for 1 year | -3.78 | 6.61 | -57% |
| Returns for 3 years | 1.03 | 19.23 | 5% |
| Returns for 5 years | 55.75 | 76.46 | 73% |
| Returns for 10 years | 32.75 | 99.26 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers