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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$30.48
Change-$0.56 (-1.80%)
VolumeN/A
Net Assets392.35M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. STRSX (392M). 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 : 13.42 vs. STRSX (-5.19). VTSMX return over 5 years is better than : 83.98 vs. STRSX (8.19).
| 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 | 11.856 | 15.972 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 2.05T | 0% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -5.19 | 13.42 | -39% |
| Returns for 3 years | 8.65 | 68.22 | 13% |
| Returns for 5 years | 8.19 | 83.98 | 10% |
| Returns for 10 years | N/A | 235.40 | - |
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