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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$20.00
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets98.59M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
STRBX vs VSIAX Comparison Chart in %
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VS
STRBX vs. VSIAX commentary
Jul 07, 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: 54B vs. STRBX (98.6M). 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: 154.69 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 : 11.67 vs. STRBX (1.76). VSIAX return over 5 years is better than : 94.16 vs. STRBX (87.41).
| 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 | 1.061 | 2.044 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 54B | 0% |
| Annual Yield % from dividends | 1.32 | 2.11 | 63% |
| Returns for 1 year | 1.76 | 11.67 | 15% |
| Returns for 3 years | 17.78 | 34.88 | 51% |
| Returns for 5 years | 87.41 | 94.16 | 93% |
| Returns for 10 years | N/A | 96.53 | - |
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