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STRFX vs VWESX
STRFX vs VWESX Comparison
Open Charts STRFX vs VWESX
Sterling Capital Long Dur Corp Bd R6
Price$6.76
Change-$0.03 (-0.44%)
VolumeN/A
Net Assets48.03M
Vanguard Long-Term Investment-Grade I
Price$7.52
Change-$0.03 (-0.40%)
VolumeN/A
Net Assets11.36B
STRFX vs VWESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VWESX has more cash in the bank: 11.4B vs. STRFX (48M). STRFX (5.05) and VWESX (4.97) have matching dividends . STRFX was incepted earlier than VWESX: STRFX (3 years) vs VWESX (52 years). STRFX (0.59) is less costly to investors than VWESX (0.21). STRFX is a more actively managed with annual turnover of: 47.46 vs. VWESX (42.00). VWESX has a lower initial minimum investment than STRFX: VWESX (3000) vs STRFX (10000000). STRFX annual gain was more profitable for investors over the last year : 3.04 vs. VWESX (-2.83).
| STRFX | VWESX | STRFX / VWESX | |
| Total Expense Ratio | 0.38 | 0.21 | 181% |
| Annual Report Gross Expense Ratio | 0.59 | 0.21 | 281% |
| Fund Existence | 3 years | 52 years | - |
| Gain YTD | 2.484 | 0.266 | 935% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48M | 11.4B | 0% |
| Annual Yield % from dividends | 5.05 | 4.97 | 102% |
| Returns for 1 year | 3.04 | -2.83 | -107% |
| Returns for 3 years | 1.01 | -13.68 | -7% |
| Returns for 5 years | N/A | -39.22 | - |
| Returns for 10 years | N/A | -14.42 | - |
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