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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$21.32
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets105.97M
Vanguard Small Cap Value Index I
Price$50.94
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets59.64B
STRBX vs VISVX Comparison Chart in %
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STRBX vs. VISVX commentary
Dec 05, 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: 59.6B vs. STRBX (106M). VISVX pays higher dividends than STRBX: VISVX (1.86) vs STRBX (1.29). STRBX was incepted earlier than VISVX: STRBX (8 years) vs VISVX (28 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 : -0.42 vs. STRBX (-6.46). STRBX return over 5 years is better than : 57.65 vs. VISVX (54.12).
| 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 | 28 years | - |
| Gain YTD | 8.976 | 7.439 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 59.6B | 0% |
| Annual Yield % from dividends | 1.29 | 1.86 | 69% |
| Returns for 1 year | -6.46 | -0.42 | 1,540% |
| Returns for 3 years | 24.20 | 27.28 | 89% |
| Returns for 5 years | 57.65 | 54.12 | 107% |
| Returns for 10 years | N/A | 114.16 | - |
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