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STRSX vs VFIAX
STRSX vs VFIAX Comparison
Open Charts STRSX vs VFIAX
Sterling Capital Special Opps R6
Price$28.18
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets379.54M
Vanguard 500 Index Admiral
Price$568.33
Change+$4.53 (+0.80%)
VolumeN/A
Net Assets1.43T
STRSX vs VFIAX Comparison Chart in %
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STRSX vs. VFIAX commentary
Jun 27, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. STRSX (380M). VFIAX pays higher dividends than STRSX: VFIAX (1.28) 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 : 11.24 vs. STRSX (-1.03). VFIAX return over 5 years is better than : 103.31 vs. STRSX (22.30).
| 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 | 0.577 | 3.891 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 380M | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -1.03 | 11.24 | -9% |
| Returns for 3 years | 0.36 | 56.21 | 1% |
| Returns for 5 years | 22.30 | 103.31 | 22% |
| Returns for 10 years | N/A | 197.40 | - |
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