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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$25.20
Change+$0.74 (+3.03%)
VolumeN/A
Net Assets345.86M
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
STRSX vs VFIAX Comparison Chart
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STRSX vs. VFIAX commentary
Apr 25, 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 STRSX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. STRSX (346M). VFIAX pays higher dividends than STRSX: VFIAX (1.35) vs STRSX (0.00). STRSX was incepted earlier than VFIAX: STRSX (7 years) vs VFIAX (24 years). STRSX (0.86) is less costly to investors than VFIAX (0.04). STRSX is a more actively managed with annual turnover of: 31.19 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than STRSX: VFIAX (3000) vs STRSX (10000000). VFIAX annual gain was more profitable for investors over the last year : 6.05 vs. STRSX (-10.14). VFIAX return over 5 years is better than : 89.56 vs. STRSX (12.47).
| STRSX | VFIAX | STRSX / VFIAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -11.856 | -8.543 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -10.14 | 6.05 | -168% |
| Returns for 3 years | -19.83 | 25.22 | -79% |
| Returns for 5 years | 12.47 | 89.56 | 14% |
| Returns for 10 years | N/A | 155.34 | - |