Interact to see
Advertisement
Advertisement
SPSAX vs VISVX
SPSAX vs VISVX Comparison
Open Charts SPSAX vs VISVX
Sterling Capital Behav Sm Cp Val Eq A
Price$20.05
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets100.41M
Vanguard Small Cap Value Index I
Price$48.44
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets58.35B
SPSAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSAX vs. VISVX commentary
Nov 20, 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 SPSAX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. SPSAX (100M). VISVX pays higher dividends than SPSAX: VISVX (1.90) vs SPSAX (1.20). SPSAX was incepted earlier than VISVX: SPSAX (16 years) vs VISVX (28 years). SPSAX (1.09) is less costly to investors than VISVX (0.19). SPSAX is a more actively managed with annual turnover of: 74.00 vs. VISVX (16.00). SPSAX has a lower initial minimum investment than VISVX: SPSAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -2.33 vs. SPSAX (-9.04). VISVX (55.12) and SPSAX (54.02) have equivalent 5 years return.
| SPSAX | VISVX | SPSAX / VISVX | |
| Total Expense Ratio | 1.09 | 0.19 | 574% |
| Annual Report Gross Expense Ratio | 1.09 | 0.19 | 574% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 2.984 | 1.971 | 151% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 100M | 58.3B | 0% |
| Annual Yield % from dividends | 1.20 | 1.90 | 63% |
| Returns for 1 year | -9.04 | -2.33 | 388% |
| Returns for 3 years | 19.06 | 23.94 | 80% |
| Returns for 5 years | 54.02 | 55.12 | 98% |
| Returns for 10 years | 48.14 | 103.50 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement