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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$20.63
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets101.78M
Vanguard Small Cap Value Index I
Price$50.27
Change+$0.30 (+0.60%)
VolumeN/A
Net Assets56.44B
SPSAX vs VISVX Comparison Chart in %
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SPSAX vs. VISVX commentary
Aug 28, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. SPSAX (102M). VISVX pays higher dividends than SPSAX: VISVX (1.95) 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 : 6.48 vs. SPSAX (-2.28). VISVX return over 5 years is better than : 81.37 vs. SPSAX (72.92).
| 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 | 4.816 | 5.399 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 56.4B | 0% |
| Annual Yield % from dividends | 1.18 | 1.95 | 60% |
| Returns for 1 year | -2.28 | 6.48 | -35% |
| Returns for 3 years | 22.02 | 28.60 | 77% |
| Returns for 5 years | 72.92 | 81.37 | 90% |
| Returns for 10 years | 58.25 | 114.22 | 51% |
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