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STRSX vs VSMPX
STRSX vs VSMPX Comparison
Open Charts STRSX vs VSMPX
Sterling Capital Special Opps R6
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets390.27M
Vanguard Total Stock Mkt Idx Instl Pls
Price$285.84
Change+$1.90 (+0.67%)
VolumeN/A
Net Assets1.91T
STRSX vs VSMPX Comparison Chart in %
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STRSX vs. VSMPX commentary
Aug 10, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. STRSX (390M). VSMPX pays higher dividends than STRSX: VSMPX (1.20) vs STRSX (0.00). STRSX was incepted earlier than VSMPX: STRSX (8 years) vs VSMPX (10 years). STRSX (0.86) is less costly to investors than VSMPX (0.02). STRSX is a more actively managed with annual turnover of: 41.68 vs. VSMPX (2.00). STRSX has a lower initial minimum investment than VSMPX: STRSX (10000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 19.70 vs. STRSX (4.12). VSMPX return over 5 years is better than : 85.04 vs. STRSX (13.90).
| STRSX | VSMPX | STRSX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.86 | 0.02 | 4,300% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.550 | 8.086 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 4.12 | 19.70 | 21% |
| Returns for 3 years | -0.24 | 52.02 | -0% |
| Returns for 5 years | 13.90 | 85.04 | 16% |
| Returns for 10 years | N/A | 192.38 | - |
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