Interact to see
Advertisement
Advertisement
STRBX vs VISVX
STRBX vs VISVX Comparison
Open Charts STRBX vs VISVX
Sterling Capital Behav Sm Cp Val Eq R6
Price$21.22
Change+$0.16 (+0.76%)
VolumeN/A
Net Assets103.6M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
STRBX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STRBX vs. VISVX commentary
Sep 28, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. STRBX (104M). VISVX pays higher dividends than STRBX: VISVX (1.86) vs STRBX (1.23). STRBX was incepted earlier than VISVX: STRBX (8 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: 74.00 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 : 5.25 vs. STRBX (-0.34). VISVX (96.62) and STRBX (93.56) have equivalent 5 years return.
| STRBX | VISVX | STRBX / VISVX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.84 | 0.19 | 442% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.226 | 5.884 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 59.2B | 0% |
| Annual Yield % from dividends | 1.23 | 1.86 | 66% |
| Returns for 1 year | -0.34 | 5.25 | -6% |
| Returns for 3 years | 44.86 | 47.78 | 94% |
| Returns for 5 years | 93.56 | 96.62 | 97% |
| Returns for 10 years | N/A | 128.55 | - |