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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets390.27M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. STRSX (390M). VTSMX pays higher dividends than STRSX: VTSMX (1.09) vs STRSX (0.00). STRSX was incepted earlier than VTSMX: STRSX (8 years) vs VTSMX (33 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 : 19.68 vs. STRSX (4.12). VTSMX return over 5 years is better than : 84.96 vs. STRSX (13.90).
| 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 | 33 years | - |
| Gain YTD | 5.550 | 8.067 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 4.12 | 19.68 | 21% |
| Returns for 3 years | -0.24 | 51.93 | -0% |
| Returns for 5 years | 13.90 | 84.96 | 16% |
| Returns for 10 years | N/A | 201.27 | - |