Interact to see
Advertisement
Advertisement
SPSCX vs VISVX
SPSCX vs VISVX Comparison
Open Charts SPSCX vs VISVX
Sterling Capital Behav Sm Cp Val Eq
Price$19.72
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets97.07M
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
SPSCX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SPSCX vs. VISVX commentary
Jul 27, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. SPSCX (97.1M). VISVX pays higher dividends than SPSCX: VISVX (1.99) vs SPSCX (1.29). SPSCX was incepted earlier than VISVX: SPSCX (29 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: 74.00 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 : 5.00 vs. SPSCX (-8.33). VISVX return over 5 years is better than : 87.81 vs. SPSCX (75.42).
| SPSCX | VISVX | SPSCX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.84 | 0.19 | 442% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -0.456 | 2.341 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 55.6B | 0% |
| Annual Yield % from dividends | 1.29 | 1.99 | 65% |
| Returns for 1 year | -8.33 | 5.00 | -167% |
| Returns for 3 years | 10.94 | 30.32 | 36% |
| Returns for 5 years | 75.42 | 87.81 | 86% |
| Returns for 10 years | 49.36 | 101.32 | 49% |