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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$58.59
Change-$3.60 (-5.79%)
VolumeN/A
Net Assets54.17M
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
STRGX vs VIMSX Comparison Chart in %
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STRGX vs. VIMSX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. STRGX (54.2M). VIMSX pays higher dividends than STRGX: VIMSX (1.37) vs STRGX (0.41). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (28 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). STRGX is a more actively managed with annual turnover of: 40.39 vs. VIMSX (16.00). 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 : 8.23 vs. STRGX (-0.46). VIMSX return over 5 years is better than : 38.77 vs. STRGX (-16.62).
| 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 | 28 years | - |
| Gain YTD | 5.854 | 2.272 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2M | 199B | 0% |
| Annual Yield % from dividends | 0.41 | 1.37 | 30% |
| Returns for 1 year | -0.46 | 8.23 | -6% |
| Returns for 3 years | -8.50 | 33.97 | -25% |
| Returns for 5 years | -16.62 | 38.77 | -43% |
| Returns for 10 years | 33.89 | 180.15 | 19% |
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