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SPSCX vs VISVX
SPSCX vs VISVX Comparison
Open Charts SPSCX vs VISVX
Sterling Capital Behav Sm Cp Val Eq
Price$17.58
Change+$0.26 (+1.50%)
VolumeN/A
Net Assets85.87M
Vanguard Small Cap Value Index I
Price$43.10
Change+$0.83 (+1.96%)
VolumeN/A
Net Assets53.62B
SPSCX vs VISVX Comparison Chart
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SPSCX vs. VISVX commentary
Apr 25, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. SPSCX (85.9M). VISVX pays higher dividends than SPSCX: VISVX (2.14) vs SPSCX (1.35). SPSCX was incepted earlier than VISVX: SPSCX (28 years) vs VISVX (27 years). SPSCX (0.84) is less costly to investors than VISVX (0.19). 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 : -3.13 vs. SPSCX (-11.55). VISVX return over 5 years is better than : 92.39 vs. SPSCX (83.75).
| SPSCX | VISVX | SPSCX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.84 | 0.19 | 442% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -12.304 | -10.946 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 53.6B | 0% |
| Annual Yield % from dividends | 1.35 | 2.14 | 63% |
| Returns for 1 year | -11.55 | -3.13 | 368% |
| Returns for 3 years | -8.24 | 4.70 | -175% |
| Returns for 5 years | 83.75 | 92.39 | 91% |
| Returns for 10 years | 27.03 | 68.31 | 40% |
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