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STRBX vs VISVX
STRBX vs VISVX Comparison
Open Charts STRBX vs VISVX
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.00
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets98.59M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
STRBX vs VISVX Comparison Chart in %
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STRBX vs. VISVX 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 STRBX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. STRBX (98.6M). VISVX pays higher dividends than STRBX: VISVX (1.99) vs STRBX (1.32). STRBX was incepted earlier than VISVX: STRBX (7 years) vs VISVX (27 years). STRBX (0.84) is less costly to investors than VISVX (0.19). STRBX is a more actively managed with annual turnover of: 154.69 vs. VISVX (16.00). VISVX has a lower initial minimum investment than STRBX: VISVX (3000) vs STRBX (10000000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. STRBX (1.76). VISVX return over 5 years is better than : 94.00 vs. STRBX (87.41).
| STRBX | VISVX | STRBX / VISVX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.84 | 0.19 | 442% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 1.061 | 2.024 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 54B | 0% |
| Annual Yield % from dividends | 1.32 | 1.99 | 66% |
| Returns for 1 year | 1.76 | 11.64 | 15% |
| Returns for 3 years | 17.78 | 34.76 | 51% |
| Returns for 5 years | 87.41 | 94.00 | 93% |
| Returns for 10 years | N/A | 96.11 | - |
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