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STRSX vs VSMPX
STRSX vs VSMPX Comparison
Open Charts STRSX vs VSMPX
Sterling Capital Special Opps R6
Price$29.37
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets392.81M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.38
Change-$0.02 (-0.01%)
VolumeN/A
Net Assets1.91T
STRSX vs VSMPX Comparison Chart in %
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STRSX vs. VSMPX commentary
Jul 29, 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 STRSX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. STRSX (393M). VSMPX pays higher dividends than STRSX: VSMPX (1.22) vs STRSX (0.00). STRSX was incepted earlier than VSMPX: STRSX (7 years) vs VSMPX (10 years). STRSX (0.86) is less costly to investors than VSMPX (0.02). STRSX is a more actively managed with annual turnover of: 41.68 vs. VSMPX (2.00). STRSX has a lower initial minimum investment than VSMPX: STRSX (10000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. STRSX (3.39). VSMPX return over 5 years is better than : 93.61 vs. STRSX (17.15).
| STRSX | VSMPX | STRSX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.86 | 0.02 | 4,300% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 5.586 | 8.298 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 100000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | 3.39 | 17.76 | 19% |
| Returns for 3 years | 3.94 | 60.67 | 6% |
| Returns for 5 years | 17.15 | 93.61 | 18% |
| Returns for 10 years | N/A | 192.09 | - |
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