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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$29.70
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets387.91M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. STRSX (388M). VTSMX pays higher dividends than STRSX: VTSMX (1.07) vs STRSX (0.00). STRSX was incepted earlier than VTSMX: STRSX (8 years) vs VTSMX (33 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 : 20.39 vs. STRSX (2.41). VTSMX return over 5 years is better than : 87.04 vs. STRSX (15.22).
| 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 | 33 years | - |
| Gain YTD | 7.027 | 10.614 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 1.95T | 0% |
| Annual Yield % from dividends | 0.00 | 1.07 | - |
| Returns for 1 year | 2.41 | 20.39 | 12% |
| Returns for 3 years | 1.89 | 57.19 | 3% |
| Returns for 5 years | 15.22 | 87.04 | 17% |
| Returns for 10 years | N/A | 226.23 | - |
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