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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$26.92
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets376.39M
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX commentary
Dec 27, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. STRSX (376M). VTSMX pays higher dividends than STRSX: VTSMX (1.02) vs STRSX (0.00). STRSX was incepted earlier than VTSMX: STRSX (8 years) vs VTSMX (34 years). STRSX (0.86) is less costly to investors than VTSMX (0.14). STRSX is a more actively managed with annual turnover of: 41.68 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STRSX: VTSMX (3000) vs STRSX (10000000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. STRSX (-5.66). VTSMX return over 5 years is better than : 76.81 vs. STRSX (-9.99).
| STRSX | VTSMX | STRSX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | -3.351 | 17.377 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 376M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -5.66 | 14.42 | -39% |
| Returns for 3 years | 6.64 | 78.00 | 9% |
| Returns for 5 years | -9.99 | 76.81 | -13% |
| Returns for 10 years | N/A | 234.96 | - |
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