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STRSX vs VFINX
STRSX vs VFINX Comparison
Open Charts STRSX vs VFINX
Sterling Capital Special Opps R6
Price$27.40
Change-$0.85 (-3.01%)
VolumeN/A
Net Assets414.47M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
STRSX vs VFINX Comparison Chart
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STRSX vs. VFINX commentary
Feb 23, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. STRSX (414M). 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 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 : 18.27 vs. STRSX (-1.83). VFINX return over 5 years is better than : 80.18 vs. STRSX (0.26).
| STRSX | VFINX | STRSX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | -1.261 | 2.400 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 414M | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -1.83 | 18.27 | -10% |
| Returns for 3 years | -10.92 | 39.78 | -27% |
| Returns for 5 years | 0.26 | 80.18 | 0% |
| Returns for 10 years | N/A | 184.41 | - |
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