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STRSX vs VFINX
STRSX vs VFINX Comparison
Open Charts STRSX vs VFINX
Sterling Capital Special Opps R6
Price$31.85
Change-$0.54 (-1.67%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
STRSX vs VFINX Comparison Chart
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STRSX vs. VFINX commentary
Nov 18, 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 VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. STRSX (445M). VFINX pays higher dividends than STRSX: VFINX (1.24) vs STRSX (0.00). STRSX was incepted earlier than VFINX: STRSX (7 years) vs VFINX (48 years). STRSX is a more actively managed with annual turnover of: 31.19 vs. VFINX (2.00). VFINX has a lower initial minimum investment than STRSX: VFINX (0) vs STRSX (10000000). VFINX annual gain was more profitable for investors over the last year : 30.22 vs. STRSX (10.09). VFINX return over 5 years is better than : 88.12 vs. STRSX (18.64).
| STRSX | VFINX | STRSX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | 19.155 | 23.331 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 445M | 1.28T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 10.09 | 30.22 | 33% |
| Returns for 3 years | -14.63 | 24.93 | -59% |
| Returns for 5 years | 18.64 | 88.12 | 21% |
| Returns for 10 years | N/A | 187.66 | - |
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