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STRBX vs VSCAX
STRBX vs VSCAX Comparison
Open Charts STRBX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq R6
Price$19.51
Change-$0.42 (-2.11%)
VolumeN/A
Net Assets98.26M
Invesco Small Cap Value A
Price$23.74
Change-$0.30 (-1.25%)
VolumeN/A
Net Assets6.91B
STRBX vs VSCAX Comparison Chart in %
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STRBX vs. VSCAX commentary
Jul 17, 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 VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.91B vs. STRBX (98.3M). STRBX pays higher dividends than VSCAX: STRBX (1.32) vs VSCAX (0.35). STRBX was incepted earlier than VSCAX: STRBX (7 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than STRBX (0.84). STRBX is a more actively managed with annual turnover of: 74.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than STRBX: VSCAX (1000) vs STRBX (10000000). VSCAX annual gain was more profitable for investors over the last year : 0.79 vs. STRBX (-4.04). VSCAX return over 5 years is better than : 121.65 vs. STRBX (80.55).
| STRBX | VSCAX | STRBX / VSCAX | |
| Total Expense Ratio | 0.78 | 1.12 | 70% |
| Annual Report Gross Expense Ratio | 0.84 | 1.12 | 75% |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 0.707 | 2.254 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 6.91B | 1% |
| Annual Yield % from dividends | 1.32 | 0.35 | 382% |
| Returns for 1 year | -4.04 | 0.79 | -509% |
| Returns for 3 years | 17.64 | 47.72 | 37% |
| Returns for 5 years | 80.55 | 121.65 | 66% |
| Returns for 10 years | N/A | 21.20 | - |
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