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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$19.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.39M
Vanguard Small Cap Value Index I
Price$48.53
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets55.61B
STRBX vs VISVX Comparison Chart in %
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STRBX vs. VISVX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. STRBX (97.4M). 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: 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 : 3.35 vs. STRBX (-9.54). VISVX return over 5 years is better than : 83.60 vs. STRBX (71.98).
| 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 | -0.152 | 2.362 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 55.6B | 0% |
| Annual Yield % from dividends | 1.32 | 1.99 | 66% |
| Returns for 1 year | -9.54 | 3.35 | -285% |
| Returns for 3 years | 7.45 | 24.89 | 30% |
| Returns for 5 years | 71.98 | 83.60 | 86% |
| Returns for 10 years | N/A | 98.45 | - |
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