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SPSCX vs VISVX
SPSCX vs VISVX Comparison
Open Charts SPSCX vs VISVX
Sterling Capital Behav Sm Cp Val Eq
Price$22.44
Change-$0.16 (-0.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
SPSCX vs VISVX Comparison Chart
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SPSCX vs. VISVX commentary
Nov 18, 2024
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: 57.6B vs. SPSCX (113M). 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). SPSCX annual gain was more profitable for investors over the last year : 31.00 vs. VISVX (28.71). VISVX (57.32) and SPSCX (54.85) have equivalent 5 years return.
| 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 | 15.017 | 15.433 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 57.6B | 0% |
| Annual Yield % from dividends | 1.74 | 1.90 | 92% |
| Returns for 1 year | 31.00 | 28.71 | 108% |
| Returns for 3 years | 8.45 | 13.23 | 64% |
| Returns for 5 years | 54.85 | 57.32 | 96% |
| Returns for 10 years | 69.43 | 108.21 | 64% |