Interact to see
Advertisement
Advertisement
STRBX vs VSIAX
STRBX vs VSIAX Comparison
Open Charts STRBX vs VSIAX
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 Admiral
Price$86.95
Change-$0.44 (-0.50%)
VolumeN/A
Net Assets55.61B
STRBX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STRBX vs. VSIAX 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. STRBX (97.4M). VSIAX pays higher dividends than STRBX: VSIAX (2.11) vs STRBX (1.32). STRBX was incepted earlier than VSIAX: STRBX (7 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 : 3.38 vs. STRBX (-9.54). VSIAX return over 5 years is better than : 83.76 vs. STRBX (71.98).
| 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 | 7 years | 14 years | - |
| Gain YTD | -0.152 | 2.386 | -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 | 2.11 | 63% |
| Returns for 1 year | -9.54 | 3.38 | -282% |
| Returns for 3 years | 7.45 | 24.95 | 30% |
| Returns for 5 years | 71.98 | 83.76 | 86% |
| Returns for 10 years | N/A | 98.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers