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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$20.76
Change-$0.27 (-1.28%)
VolumeN/A
Net Assets104.15M
Vanguard Small Cap Value Index Admiral
Price$88.55
Change-$1.22 (-1.36%)
VolumeN/A
Net Assets58.35B
STRBX vs VSIAX Comparison Chart in %
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STRBX vs. VSIAX commentary
Nov 14, 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 VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. STRBX (104M). VSIAX pays higher dividends than STRBX: VSIAX (2.02) vs STRBX (1.33). 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 : -0.53 vs. STRBX (-7.28). STRBX (66.23) and VSIAX (65.19) 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 | 7.091 | 5.811 | 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 | 58.3B | 0% |
| Annual Yield % from dividends | 1.33 | 2.02 | 66% |
| Returns for 1 year | -7.28 | -0.53 | 1,367% |
| Returns for 3 years | 24.11 | 27.41 | 88% |
| Returns for 5 years | 66.23 | 65.19 | 102% |
| Returns for 10 years | N/A | 117.18 | - |
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