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STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
Sterling Capital SmCp Val C
Price$35.26
Change-$0.26 (-0.73%)
VolumeN/A
Net Assets174.98M
Vanguard Russell 2000 Index I
Price$369.94
Change-$3.66 (-0.98%)
VolumeN/A
Net Assets12.87B
STSOX vs VRTIX Comparison Chart in %
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STSOX vs. VRTIX commentary
Sep 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. STSOX (175M). VRTIX pays higher dividends than STSOX: VRTIX (1.17) 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 : 10.96 vs. STSOX (-14.35). VRTIX return over 5 years is better than : 67.97 vs. STSOX (-40.96).
| 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 | 8.890 | 9.488 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 12.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -14.35 | 10.96 | -131% |
| Returns for 3 years | -35.37 | 48.49 | -73% |
| Returns for 5 years | -40.96 | 67.97 | -60% |
| Returns for 10 years | N/A | 133.36 | - |
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