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STRBX vs VSIAX
STRBX vs VSIAX Comparison
Open Charts STRBX vs VSIAX
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 Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
STRBX vs VSIAX Comparison Chart in %
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STRBX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. STRBX (104M). VSIAX pays higher dividends than STRBX: VSIAX (1.97) vs STRBX (1.23). STRBX was incepted earlier than VSIAX: STRBX (8 years) vs VSIAX (14 years). STRBX (0.84) is less costly to investors than VSIAX (0.07). STRBX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than STRBX: VSIAX (3000) vs STRBX (10000000). VSIAX annual gain was more profitable for investors over the last year : 5.32 vs. STRBX (-0.34). VSIAX (96.92) and STRBX (93.56) have equivalent 5 years return.
| STRBX | VSIAX | STRBX / VSIAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.07 | 1,200% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 7.226 | 5.942 | 122% |
| 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 | 1.97 | 62% |
| Returns for 1 year | -0.34 | 5.32 | -6% |
| Returns for 3 years | 44.86 | 47.93 | 94% |
| Returns for 5 years | 93.56 | 96.92 | 97% |
| Returns for 10 years | N/A | 129.26 | - |
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