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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$61.12
Change-$0.45 (-0.73%)
VolumeN/A
Net Assets57.56M
Vanguard Mid Cap Index Investor
Price$78.00
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
STRGX vs VIMSX Comparison Chart in %
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STRGX vs. VIMSX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. STRGX (57.6M). VIMSX pays higher dividends than STRGX: VIMSX (1.37) vs STRGX (0.61). 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 : 14.31 vs. STRGX (-4.84). VIMSX return over 5 years is better than : 62.16 vs. STRGX (3.50).
| 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 | 5.835 | 8.291 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.6M | 197B | 0% |
| Annual Yield % from dividends | 0.61 | 1.37 | 44% |
| Returns for 1 year | -4.84 | 14.31 | -34% |
| Returns for 3 years | -16.03 | 26.39 | -61% |
| Returns for 5 years | 3.50 | 62.16 | 6% |
| Returns for 10 years | 11.53 | 125.09 | 9% |
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