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STRLX vs VIEIX
STRLX vs VIEIX Comparison
Open Charts STRLX vs VIEIX
Sterling Capital MdCp Relatv Val A
Price$57.39
Change-$1.97 (-3.32%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl
Price$144.88
Change-$6.67 (-4.40%)
VolumeN/A
CapitalizationN/A
STRLX vs VIEIX Comparison Chart
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STRLX vs. VIEIX 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 STRLX is a Hold and VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 120B vs. STRLX (39.3M). VIEIX pays higher dividends than STRLX: VIEIX (1.21) vs STRLX (0.34). STRLX was incepted earlier than VIEIX: STRLX (9 years) vs VIEIX (27 years). VIEIX is a more actively managed with annual turnover of: 11.00 vs. STRLX (4.89). STRLX has a lower initial minimum investment than VIEIX: STRLX (1000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 16.75 vs. STRLX (-4.31). VIEIX return over 5 years is better than : 53.21 vs. STRLX (-12.83).
| STRLX | VIEIX | STRLX / VIEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -4.430 | 16.455 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3M | 120B | 0% |
| Annual Yield % from dividends | 0.34 | 1.21 | 28% |
| Returns for 1 year | -4.31 | 16.75 | -26% |
| Returns for 3 years | -23.12 | 7.86 | -294% |
| Returns for 5 years | -12.83 | 53.21 | -24% |
| Returns for 10 years | N/A | 126.68 | - |