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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$27.40
Change-$0.85 (-3.01%)
VolumeN/A
Net Assets414.47M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
STRSX vs VFIAX Comparison Chart
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STRSX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. STRSX (414M). 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 : 18.28 vs. STRSX (-1.83). VFIAX return over 5 years is better than : 80.17 vs. STRSX (0.26).
| 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 | -1.261 | 2.414 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -1.83 | 18.28 | -10% |
| Returns for 3 years | -10.92 | 39.78 | -27% |
| Returns for 5 years | 0.26 | 80.17 | 0% |
| Returns for 10 years | N/A | 184.37 | - |
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