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STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
Sterling Capital SmCp Val C
Price$36.41
Change+$0.54 (+1.51%)
VolumeN/A
Net Assets174.12M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
STSOX vs VRTIX Comparison Chart in %
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STSOX vs. VRTIX commentary
Dec 04, 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 Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. STSOX (174M). VRTIX pays higher dividends than STSOX: VRTIX (1.17) 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 : 1.83 vs. STSOX (-20.45). VRTIX return over 5 years is better than : 35.85 vs. STSOX (-51.71).
| 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 | 10.576 | 11.294 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 13.9B | 1% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | -20.45 | 1.83 | -1,119% |
| Returns for 3 years | -42.73 | 32.06 | -133% |
| Returns for 5 years | -51.71 | 35.85 | -144% |
| Returns for 10 years | -51.32 | 118.08 | -43% |
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