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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$31.85
Change-$0.54 (-1.67%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
STRSX vs VFIAX Comparison Chart
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STRSX vs. VFIAX commentary
Nov 18, 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 STRSX is a Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. STRSX (445M). VFIAX pays higher dividends than STRSX: VFIAX (1.32) vs STRSX (0.00). STRSX was incepted earlier than VFIAX: STRSX (7 years) vs VFIAX (24 years). 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 : 30.22 vs. STRSX (10.09). VFIAX return over 5 years is better than : 88.12 vs. STRSX (18.64).
| STRSX | VFIAX | STRSX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 19.155 | 23.347 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 1.28T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 10.09 | 30.22 | 33% |
| Returns for 3 years | -14.63 | 24.93 | -59% |
| Returns for 5 years | 18.64 | 88.12 | 21% |
| Returns for 10 years | N/A | 187.71 | - |
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