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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$30.25
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets386.86M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX commentary
Oct 18, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. STRSX (387M). VTSMX pays higher dividends than STRSX: VTSMX (1.04) vs STRSX (0.00). STRSX was incepted earlier than VTSMX: STRSX (8 years) vs VTSMX (34 years). STRSX (0.86) is less costly to investors than VTSMX (0.14). STRSX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STRSX: VTSMX (3000) vs STRSX (10000000). VTSMX annual gain was more profitable for investors over the last year : 13.30 vs. STRSX (-3.20). VTSMX return over 5 years is better than : 84.06 vs. STRSX (11.17).
| STRSX | VTSMX | STRSX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 9.045 | 12.523 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 2.02T | 0% |
| Annual Yield % from dividends | 0.00 | 1.04 | - |
| Returns for 1 year | -3.20 | 13.30 | -24% |
| Returns for 3 years | 13.42 | 75.25 | 18% |
| Returns for 5 years | 11.17 | 84.06 | 13% |
| Returns for 10 years | N/A | 223.69 | - |
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