Ad is loading...
STRSX vs VFINX
STRSX vs VFINX Comparison
Open Charts STRSX vs VFINX
Sterling Capital Special Opps R6
Price$25.20
Change+$0.74 (+3.03%)
VolumeN/A
Net Assets345.86M
Vanguard 500 Index Investor
Price$506.43
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
STRSX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STRSX vs. VFINX commentary
Apr 25, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. STRSX (346M). VFINX pays higher dividends than STRSX: VFINX (1.24) vs STRSX (0.00). STRSX was incepted earlier than VFINX: STRSX (7 years) vs VFINX (49 years). STRSX (0.86) is less costly to investors than VFINX (0.14). 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 : 6.04 vs. STRSX (-10.14). VFINX return over 5 years is better than : 89.57 vs. STRSX (12.47).
| STRSX | VFINX | STRSX / VFINX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | -11.856 | -8.547 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 346M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -10.14 | 6.04 | -168% |
| Returns for 3 years | -19.83 | 25.22 | -79% |
| Returns for 5 years | 12.47 | 89.57 | 14% |
| Returns for 10 years | N/A | 155.36 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...