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SPSCX vs VISVX
SPSCX vs VISVX Comparison
Open Charts SPSCX vs VISVX
Sterling Capital Behav Sm Cp Val Eq
Price$19.93
Change+$0.11 (+0.55%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
SPSCX vs VISVX Comparison Chart
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SPSCX vs. VISVX commentary
Dec 22, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. SPSCX (108M). 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 : 11.81 vs. SPSCX (2.28). VISVX return over 5 years is better than : 47.19 vs. SPSCX (32.87).
| 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 | 2.152 | 11.293 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 63B | 0% |
| Annual Yield % from dividends | 1.74 | 1.90 | 92% |
| Returns for 1 year | 2.28 | 11.81 | 19% |
| Returns for 3 years | 3.45 | 15.69 | 22% |
| Returns for 5 years | 32.87 | 47.19 | 70% |
| Returns for 10 years | 50.66 | 96.52 | 52% |
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