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STRBX vs VSIAX
STRBX vs VSIAX Comparison
Open Charts STRBX vs VSIAX
Sterling Capital Behav Sm Cp Val Eq R6
Price$20.90
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets101.78M
Vanguard Small Cap Value Index Admiral
Price$89.69
Change-$0.15 (-0.17%)
VolumeN/A
Net Assets56.44B
STRBX vs VSIAX Comparison Chart in %
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STRBX vs. VSIAX commentary
Aug 30, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 56.4B vs. STRBX (102M). VSIAX pays higher dividends than STRBX: VSIAX (2.07) vs STRBX (1.32). STRBX was incepted earlier than VSIAX: STRBX (8 years) vs VSIAX (14 years). STRBX (0.84) is less costly to investors than VSIAX (0.07). STRBX is a more actively managed with annual turnover of: 74.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than STRBX: VSIAX (3000) vs STRBX (10000000). VSIAX annual gain was more profitable for investors over the last year : 6.71 vs. STRBX (-1.15). VSIAX return over 5 years is better than : 82.17 vs. STRBX (77.35).
| STRBX | VSIAX | STRBX / VSIAX | |
| Total Expense Ratio | 0.78 | 0.07 | 1,114% |
| Annual Report Gross Expense Ratio | 0.84 | 0.07 | 1,200% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 5.912 | 5.789 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 102M | 56.4B | 0% |
| Annual Yield % from dividends | 1.32 | 2.07 | 64% |
| Returns for 1 year | -1.15 | 6.71 | -17% |
| Returns for 3 years | 27.77 | 31.81 | 87% |
| Returns for 5 years | 77.35 | 82.17 | 94% |
| Returns for 10 years | N/A | 122.18 | - |
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