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STRSX vs VFINX
STRSX vs VFINX Comparison
Open Charts STRSX vs VFINX
Sterling Capital Special Opps R6
Price$27.43
Change+$0.38 (+1.40%)
VolumeN/A
Net Assets372M
Vanguard 500 Index Investor
Price$554.96
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
STRSX vs VFINX Comparison Chart
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STRSX vs. VFINX commentary
Jun 07, 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: 1.43T vs. STRSX (372M). VFINX pays higher dividends than STRSX: VFINX (1.18) 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 : 10.99 vs. STRSX (-3.87). VFINX return over 5 years is better than : 85.82 vs. STRSX (9.64).
| 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 | -2.523 | 1.194 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.43T | 0% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -3.87 | 10.99 | -35% |
| Returns for 3 years | -8.02 | 42.76 | -19% |
| Returns for 5 years | 9.64 | 85.82 | 11% |
| Returns for 10 years | N/A | 185.63 | - |
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