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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$21.07
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets103.65M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
STRBX vs VISVX Comparison Chart in %
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STRBX vs. VISVX commentary
Sep 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 Buy.
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 : 10.19 vs. STRBX (2.27). VISVX return over 5 years is better than : 86.20 vs. STRBX (80.43).
| 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 | 6.468 | 6.665 | 97% |
| 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 | 2.27 | 10.19 | 22% |
| Returns for 3 years | 33.03 | 36.58 | 90% |
| Returns for 5 years | 80.43 | 86.20 | 93% |
| Returns for 10 years | N/A | 117.42 | - |
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