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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$22.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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STRBX vs VISVX Comparison Chart
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STRBX vs. VISVX commentary
Sep 20, 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 STRBX is a StrongSell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. STRBX (108M). VISVX pays higher dividends than STRBX: VISVX (1.90) vs STRBX (1.78). STRBX was incepted earlier than VISVX: STRBX (7 years) vs VISVX (26 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. VISVX (16.00). VISVX has a lower initial minimum investment than STRBX: VISVX (3000) vs STRBX (10000000). STRBX annual gain was more profitable for investors over the last year : 25.77 vs. VISVX (21.73). VISVX (55.70) and STRBX (54.88) have equivalent 5 years return.
| STRBX | VISVX | STRBX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 9.710 | 10.404 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 57.3B | 0% |
| Annual Yield % from dividends | 1.78 | 1.90 | 94% |
| Returns for 1 year | 25.77 | 21.73 | 119% |
| Returns for 3 years | 15.76 | 17.75 | 89% |
| Returns for 5 years | 54.88 | 55.70 | 99% |
| Returns for 10 years | N/A | 102.10 | - |
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