Ad is loading...
STRBX vs VSCAX
STRBX vs VSCAX Comparison
Open Charts STRBX vs VSCAX
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.44
Change+$0.18 (+0.89%)
VolumeN/A
Net Assets110.76M
Invesco Small Cap Value A
Price$24.67
Change+$0.43 (+1.77%)
VolumeN/A
Net Assets6.68B
STRBX vs VSCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STRBX vs. VSCAX commentary
Jan 31, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.68B vs. STRBX (111M). 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 : 23.51 vs. STRBX (6.67). VSCAX return over 5 years is better than : 85.96 vs. STRBX (43.27).
| 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 | 2.375 | 4.934 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 1000 | 1,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 6.68B | 2% |
| Annual Yield % from dividends | 1.78 | 0.48 | 373% |
| Returns for 1 year | 6.67 | 23.51 | 28% |
| Returns for 3 years | 7.26 | 36.58 | 20% |
| Returns for 5 years | 43.27 | 85.96 | 50% |
| Returns for 10 years | N/A | 32.92 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...