Interact to see
Advertisement
Advertisement
STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
Sterling Capital SmCp Val C
Price$34.47
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets166.25M
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
STSOX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSOX vs. VRTIX commentary
Nov 20, 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 STSOX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. STSOX (166M). VRTIX pays higher dividends than STSOX: VRTIX (1.18) vs STSOX (0.00). STSOX was incepted earlier than VRTIX: STSOX (10 years) vs VRTIX (15 years). STSOX (2.06) is less costly to investors than VRTIX (0.07). VRTIX is a more actively managed with annual turnover of: 12.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than VRTIX: STSOX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 1.42 vs. STSOX (-21.49). VRTIX return over 5 years is better than : 33.82 vs. STSOX (-52.39).
| STSOX | VRTIX | STSOX / VRTIX | |
| Total Expense Ratio | 2.06 | 0.07 | 2,943% |
| Annual Report Gross Expense Ratio | 2.06 | 0.07 | 2,943% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.395 | 5.822 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 13.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -21.49 | 1.42 | -1,516% |
| Returns for 3 years | -44.71 | 28.59 | -156% |
| Returns for 5 years | -52.39 | 33.82 | -155% |
| Returns for 10 years | -53.59 | 108.92 | -49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| USD | 103.36 | 5.16 | +5.25% |
| ProShares Ultra Semiconductors | |||
| PFFV | 22.54 | 0.02 | +0.09% |
| Global X Variable Rate Preferred ETF | |||
| FSYD | 47.97 | 0.05 | +0.09% |
| Fidelity Sustainable High Yield ETF | |||
| TAPR | 25.58 | N/A | N/A |
| Innovator Eq Dfnd Prt ETF-2 Yr toApr2027 | |||
| XDAT | 25.54 | -0.31 | -1.20% |
| Franklin Exponential Data ETF | |||