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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$20.75
Change-$0.24 (-1.14%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Value A
Price$24.13
Change-$0.38 (-1.55%)
VolumeN/A
CapitalizationN/A
STRBX vs VSCAX Comparison Chart
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STRBX vs. VSCAX commentary
Dec 19, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.61B vs. STRBX (114M). STRBX pays higher dividends than VSCAX: STRBX (1.78) vs VSCAX (0.48). STRBX was incepted earlier than VSCAX: STRBX (7 years) vs VSCAX (26 years). STRBX is a more actively managed with annual turnover of: 154.69 vs. VSCAX (51.00). 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 : 22.21 vs. STRBX (8.66). VSCAX return over 5 years is better than : 70.83 vs. STRBX (38.93).
| STRBX | VSCAX | STRBX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 26 years | - |
| Gain YTD | 6.209 | 19.204 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 6.61B | 2% |
| Annual Yield % from dividends | 1.78 | 0.48 | 373% |
| Returns for 1 year | 8.66 | 22.21 | 39% |
| Returns for 3 years | 9.41 | 40.10 | 23% |
| Returns for 5 years | 38.93 | 70.83 | 55% |
| Returns for 10 years | N/A | 25.79 | - |
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