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$18.57
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets100.12M
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
SPSDX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VISVX commentary
Oct 21, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. SPSDX (100M). VISVX pays higher dividends than SPSDX: VISVX (1.88) vs SPSDX (0.88). 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 : 0.97 vs. SPSDX (-9.24). VISVX return over 5 years is better than : 75.74 vs. SPSDX (57.40).
| 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 | 2.024 | 4.208 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 59.1B | 0% |
| Annual Yield % from dividends | 0.88 | 1.88 | 47% |
| Returns for 1 year | -9.24 | 0.97 | -952% |
| Returns for 3 years | 22.96 | 36.12 | 64% |
| Returns for 5 years | 57.40 | 75.74 | 76% |
| Returns for 10 years | 35.59 | 108.98 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement