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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$28.57
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets383.37M
Vanguard 500 Index Admiral
Price$581.37
Change+$3.10 (+0.54%)
VolumeN/A
Net Assets1.49T
STRSX vs VFIAX Comparison Chart in %
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STRSX vs. VFIAX commentary
Jul 18, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. STRSX (383M). VFIAX pays higher dividends than STRSX: VFIAX (1.21) vs STRSX (0.00). STRSX was incepted earlier than VFIAX: STRSX (7 years) vs VFIAX (25 years). STRSX (0.86) is less costly to investors than VFIAX (0.04). STRSX is a more actively managed with annual turnover of: 41.68 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 : 12.16 vs. STRSX (-3.26). VFIAX return over 5 years is better than : 94.42 vs. STRSX (14.69).
| 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 | 25 years | - |
| Gain YTD | 2.667 | 6.566 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 383M | 1.49T | 0% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -3.26 | 12.16 | -27% |
| Returns for 3 years | 3.75 | 63.65 | 6% |
| Returns for 5 years | 14.69 | 94.42 | 16% |
| Returns for 10 years | N/A | 194.71 | - |
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