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STRSX vs VTSMX
STRSX vs VTSMX Comparison
Open Charts STRSX vs VTSMX
Sterling Capital Special Opps R6
Price$28.85
Change+$0.23 (+0.80%)
VolumeN/A
Net Assets390.41M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
STRSX vs VTSMX Comparison Chart in %
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STRSX vs. VTSMX commentary
Jul 07, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. STRSX (390M). VTSMX pays higher dividends than STRSX: VTSMX (1.12) vs STRSX (0.00). STRSX was incepted earlier than VTSMX: STRSX (7 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: 31.19 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 : 13.89 vs. STRSX (1.02). VTSMX return over 5 years is better than : 95.59 vs. STRSX (20.73).
| STRSX | VTSMX | STRSX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 3.964 | 6.421 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 3000 | 333,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.12 | - |
| Returns for 1 year | 1.02 | 13.89 | 7% |
| Returns for 3 years | 6.07 | 62.08 | 10% |
| Returns for 5 years | 20.73 | 95.59 | 22% |
| Returns for 10 years | N/A | 198.05 | - |
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