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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$30.50
Change-$0.15 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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STRSX vs VFIAX Comparison Chart
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STRSX vs. VFIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. STRSX (438M). 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 : 31.72 vs. STRSX (7.85). VFIAX return over 5 years is better than : 90.47 vs. STRSX (16.80).
| 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 | 14.104 | 19.971 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 1.24T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 7.85 | 31.72 | 25% |
| Returns for 3 years | -15.63 | 30.99 | -50% |
| Returns for 5 years | 16.80 | 90.47 | 19% |
| Returns for 10 years | N/A | 190.48 | - |