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STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
Sterling Capital SmCp Val C
Price$35.10
Change-$0.47 (-1.32%)
VolumeN/A
Net Assets173.04M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
STSOX vs VRTIX Comparison Chart in %
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STSOX vs. VRTIX 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 STSOX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. STSOX (173M). VRTIX pays higher dividends than STSOX: VRTIX (1.18) vs STSOX (0.00). STSOX was incepted earlier than VRTIX: STSOX (10 years) vs VRTIX (15 years). STSOX (2.06) is less costly to investors than VRTIX (0.07). VRTIX is a more actively managed with annual turnover of: 12.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than VRTIX: STSOX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. STSOX (-21.06). VRTIX return over 5 years is better than : 42.91 vs. STSOX (-50.10).
| STSOX | VRTIX | STSOX / VRTIX | |
| Total Expense Ratio | 2.06 | 0.07 | 2,943% |
| Annual Report Gross Expense Ratio | 2.06 | 0.07 | 2,943% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 9.044 | 10.359 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 13.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | -21.06 | 2.86 | -738% |
| Returns for 3 years | -43.35 | 31.84 | -136% |
| Returns for 5 years | -50.10 | 42.91 | -117% |
| Returns for 10 years | N/A | 123.36 | - |
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