BEGIX vs. SPSCX
BEGIX (Sterling Capital Equity Income Fund) and SPSCX (Sterling Capital Behavioral Small Cap Value Equity Fund) are both mutual funds - BEGIX is a Dividend fund managed by Sterling Capital, while SPSCX is a Small Cap Value Equities fund managed by Sterling Capital. Over the past 10 years, BEGIX returned 11.26%/yr vs 10.83%/yr for SPSCX. Their correlation of 0.81 means they have usually moved in the same direction. BEGIX charges 0.79%/yr vs 0.81%/yr for SPSCX.
Performance
BEGIX vs. SPSCX - Performance Comparison
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Returns By Period
In the year-to-date period, BEGIX achieves a 8.95% return, which is significantly lower than SPSCX's 24.52% return. Both investments have delivered pretty close results over the past 10 years, with BEGIX having a 11.26% annualized return and SPSCX not far behind at 10.83%.
BEGIX
- 1D
- 0.27%
- 1M
- 1.18%
- 6M
- 5.19%
- YTD
- 8.95%
- 1Y
- 10.98%
- 3Y*
- 7.19%
- 5Y*
- 6.57%
- 10Y*
- 11.26%
- ALL TIME*
- 10.21%
SPSCX
- 1D
- -0.29%
- 1M
- 2.20%
- 6M
- 18.53%
- YTD
- 24.52%
- 1Y
- 40.77%
- 3Y*
- 17.19%
- 5Y*
- 11.66%
- 10Y*
- 10.83%
- ALL TIME*
- 6.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BEGIX vs. SPSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 8.95% | 1.91% | 4.81% | 12.52% | -3.16% | 28.06% | 8.64% | 30.56% | -0.62% | 20.94% |
SPSCX Sterling Capital Behavioral Small Cap Value Equity Fund | 24.52% | 8.64% | 10.10% | 19.36% | -10.99% | 43.51% | -5.80% | 21.95% | -17.24% | 8.89% |
Correlation
The correlation between BEGIX and SPSCX is 0.69, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.75 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Jul 1, 2004 | 0.81 |
The correlation between BEGIX and SPSCX shifts across timeframes, from 0.69 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BEGIX vs. SPSCX — Risk / Return Rank
BEGIX
SPSCX
BEGIX vs. SPSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Behavioral Small Cap Value Equity Fund (SPSCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BEGIX | SPSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.57 | ||
| Sortino ratioReturn per unit of downside risk | -2.21 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.42 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 4.52 | -3.30 |
| Martin ratioReturn relative to average drawdown | 3.30 | 15.23 | -11.93 |
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Drawdowns
BEGIX vs. SPSCX - Drawdown Comparison
The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum SPSCX drawdown of -74.51%. Use the drawdown chart below to compare losses from any high point for BEGIX and SPSCX.
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Drawdown Indicators
| BEGIX | SPSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.85% | -74.51% | +30.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.58% | -8.27% | +0.69% |
Max Drawdown (3Y)Largest decline over 3 years | -29.48% | -25.07% | -4.41% |
Max Drawdown (5Y)Largest decline over 5 years | -29.48% | -25.07% | -4.41% |
Max Drawdown (10Y)Largest decline over 10 years | -37.01% | -51.12% | +14.11% |
Current DrawdownCurrent decline from peak | -14.70% | -0.90% | -13.80% |
Average DrawdownAverage peak-to-trough decline | -5.92% | -14.81% | +8.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.45% | +0.34% |
Volatility
BEGIX vs. SPSCX - Volatility Comparison
Sterling Capital Equity Income Fund (BEGIX) and Sterling Capital Behavioral Small Cap Value Equity Fund (SPSCX) have volatilities of 3.34% and 3.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BEGIX | SPSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.34% | 3.31% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 7.85% | 10.77% | -2.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 15.45% | -4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.73% | 20.17% | -0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.45% | 23.13% | -3.68% |
BEGIX vs. SPSCX - Expense Ratio Comparison
BEGIX has a 0.79% expense ratio, which is lower than SPSCX's 0.81% expense ratio.
Dividends
BEGIX vs. SPSCX - Dividend Comparison
BEGIX's dividend yield for the trailing twelve months is around 25.21%, more than SPSCX's 8.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEGIX Sterling Capital Equity Income Fund | 25.21% | 27.63% | 26.84% | 9.81% | 8.44% | 3.01% | 1.73% | 9.81% | 10.16% | 11.59% | 2.06% | 8.83% |
SPSCX Sterling Capital Behavioral Small Cap Value Equity Fund | 8.64% | 10.76% | 9.96% | 2.03% | 9.70% | 2.34% | 0.91% | 1.60% | 16.59% | 4.44% | 1.25% | 1.55% |
Frequently Asked Questions
BEGIX and SPSCX have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BEGIX has higher volatility (3.34%) compared to SPSCX (3.31%). In terms of maximum drawdown, BEGIX dropped -43.85% vs SPSCX's -74.51%.
SPSCX currently has the higher Sharpe Ratio (2.42 vs 0.85), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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