Ad is loading...
SPSCX vs VISVX
SPSCX vs VISVX Comparison
Open Charts SPSCX vs VISVX
Sterling Capital Behav Sm Cp Val Eq
Price$20.40
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets110.76M
Vanguard Small Cap Value Index I
Price$49.70
Change+$0.53 (+1.08%)
VolumeN/A
Net Assets58.32B
SPSCX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SPSCX vs. VISVX commentary
Jan 31, 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 SPSCX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. SPSCX (111M). VISVX pays higher dividends than SPSCX: VISVX (1.90) vs SPSCX (1.74). SPSCX was incepted earlier than VISVX: SPSCX (28 years) vs VISVX (27 years). SPSCX is a more actively managed with annual turnover of: 154.69 vs. VISVX (16.00). VISVX has a lower initial minimum investment than SPSCX: VISVX (3000) vs SPSCX (1000000). VISVX annual gain was more profitable for investors over the last year : 17.43 vs. SPSCX (6.64). VISVX return over 5 years is better than : 57.77 vs. SPSCX (42.79).
| SPSCX | VISVX | SPSCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 2.430 | 3.429 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 58.3B | 0% |
| Annual Yield % from dividends | 1.74 | 1.90 | 92% |
| Returns for 1 year | 6.64 | 17.43 | 38% |
| Returns for 3 years | 7.07 | 21.61 | 33% |
| Returns for 5 years | 42.79 | 57.77 | 74% |
| Returns for 10 years | 57.42 | 107.11 | 54% |
View a ticker or compare two or three
VS
VS
Ad is loading...