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SPSDX vs VISVX
SPSDX vs VISVX Comparison
Open Charts SPSDX vs VISVX
Sterling Capital Behav Sm Cp Val Eq C
Price$19.07
Change-$0.24 (-1.24%)
VolumeN/A
Net Assets104.15M
Vanguard Small Cap Value Index I
Price$49.42
Change-$0.68 (-1.36%)
VolumeN/A
Net Assets58.35B
SPSDX vs VISVX Comparison Chart in %
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SPSDX vs. VISVX commentary
Nov 14, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. SPSDX (104M). VISVX pays higher dividends than SPSDX: VISVX (1.90) vs SPSDX (0.90). 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 : -0.55 vs. SPSDX (-8.84). VISVX return over 5 years is better than : 65.01 vs. SPSDX (55.72).
| 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 | 6.090 | 5.771 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 58.3B | 0% |
| Annual Yield % from dividends | 0.90 | 1.90 | 47% |
| Returns for 1 year | -8.84 | -0.55 | 1,602% |
| Returns for 3 years | 19.41 | 27.31 | 71% |
| Returns for 5 years | 55.72 | 65.01 | 86% |
| Returns for 10 years | 42.98 | 116.59 | 37% |
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