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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$27.53
Change-$0.86 (-3.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
STRSX vs VFIAX Comparison Chart
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STRSX vs. VFIAX 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 STRSX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. STRSX (444M). 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 : 27.64 vs. STRSX (7.09). VFIAX return over 5 years is better than : 88.64 vs. STRSX (7.22).
| 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 | 6.210 | 27.303 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 444M | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 7.09 | 27.64 | 26% |
| Returns for 3 years | -14.18 | 30.99 | -46% |
| Returns for 5 years | 7.22 | 88.64 | 8% |
| Returns for 10 years | N/A | 193.66 | - |
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