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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$61.28
Change+$0.29 (+0.48%)
VolumeN/A
Net Assets59.56M
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
STRGX vs VIMSX Comparison Chart in %
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STRGX vs. VIMSX commentary
Jul 28, 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 STRGX is a Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. STRGX (59.6M). VIMSX pays higher dividends than STRGX: VIMSX (1.40) vs STRGX (0.62). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (27 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 16.00 vs. STRGX (8.96). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. STRGX (-4.08). VIMSX return over 5 years is better than : 70.78 vs. STRGX (8.95).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 53 years | 27 years | - |
| Gain YTD | 6.113 | 9.818 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 192B | 0% |
| Annual Yield % from dividends | 0.62 | 1.40 | 44% |
| Returns for 1 year | -4.08 | 17.91 | -23% |
| Returns for 3 years | -9.89 | 42.07 | -24% |
| Returns for 5 years | 8.95 | 70.78 | 13% |
| Returns for 10 years | 13.44 | 132.48 | 10% |