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$18.42
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets109.24M
Vanguard Small Cap Value Index I
Price$53.52
Change+$0.30 (+0.56%)
VolumeN/A
Net Assets59.85B
SPSDX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSDX vs. VISVX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. SPSDX (109M). VISVX pays higher dividends than SPSDX: VISVX (1.84) vs SPSDX (1.06). SPSDX was incepted earlier than VISVX: SPSDX (16 years) vs VISVX (28 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 : 12.23 vs. SPSDX (1.33). VISVX return over 5 years is better than : 51.12 vs. SPSDX (25.73).
| 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 | 28 years | - |
| Gain YTD | 4.009 | 5.354 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 59.8B | 0% |
| Annual Yield % from dividends | 1.06 | 1.84 | 57% |
| Returns for 1 year | 1.33 | 12.23 | 11% |
| Returns for 3 years | 14.96 | 34.31 | 44% |
| Returns for 5 years | 25.73 | 51.12 | 50% |
| Returns for 10 years | 55.68 | 161.21 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers