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SPSAX vs VISVX
SPSAX vs VISVX Comparison
Open Charts SPSAX vs VISVX
Sterling Capital Behav Sm Cp Val Eq A
Price$20.30
Change-$0.24 (-1.17%)
VolumeN/A
Net Assets103.42M
Vanguard Small Cap Value Index I
Price$50.34
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
SPSAX vs VISVX Comparison Chart in %
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SPSAX vs. VISVX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. SPSAX (103M). VISVX pays higher dividends than SPSAX: VISVX (1.88) vs SPSAX (1.18). SPSAX was incepted earlier than VISVX: SPSAX (16 years) vs VISVX (27 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 : 6.07 vs. SPSAX (-1.05). VISVX return over 5 years is better than : 78.02 vs. SPSAX (69.77).
| 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 | 27 years | - |
| Gain YTD | 5.977 | 5.707 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 59.1B | 0% |
| Annual Yield % from dividends | 1.18 | 1.88 | 63% |
| Returns for 1 year | -1.05 | 6.07 | -17% |
| Returns for 3 years | 36.95 | 43.26 | 85% |
| Returns for 5 years | 69.77 | 78.02 | 89% |
| Returns for 10 years | 55.15 | 111.90 | 49% |
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