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STRBX vs VISVX
STRBX vs VISVX Comparison
Open Charts STRBX vs VISVX
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets102.22M
Vanguard Small Cap Value Index I
Price$50.34
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets59.14B
STRBX vs VISVX Comparison Chart in %
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STRBX vs. VISVX commentary
Oct 09, 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 STRBX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. STRBX (102M). VISVX pays higher dividends than STRBX: VISVX (1.88) vs STRBX (1.31). STRBX was incepted earlier than VISVX: STRBX (8 years) vs VISVX (27 years). STRBX (0.84) is less costly to investors than VISVX (0.19). STRBX is a more actively managed with annual turnover of: 74.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than STRBX: VISVX (3000) vs STRBX (10000000). VISVX annual gain was more profitable for investors over the last year : 6.07 vs. STRBX (-1.79). VISVX return over 5 years is better than : 78.02 vs. STRBX (70.14).
| STRBX | VISVX | STRBX / VISVX | |
| Total Expense Ratio | 0.78 | 0.19 | 411% |
| Annual Report Gross Expense Ratio | 0.84 | 0.19 | 442% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 5.004 | 5.707 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 59.1B | 0% |
| Annual Yield % from dividends | 1.31 | 1.88 | 69% |
| Returns for 1 year | -1.79 | 6.07 | -29% |
| Returns for 3 years | 36.75 | 43.26 | 85% |
| Returns for 5 years | 70.14 | 78.02 | 90% |
| Returns for 10 years | N/A | 111.90 | - |
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