Interact to see
Advertisement
Advertisement
STSOX vs VRTIX
STSOX vs VRTIX Comparison
Open Charts STSOX vs VRTIX
Sterling Capital SmCp Val C
Price$30.74
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets173.9M
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
STSOX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STSOX vs. VRTIX commentary
Jan 15, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. STSOX (174M). VRTIX pays higher dividends than STSOX: VRTIX (1.25) vs STSOX (0.19). 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: 14.00 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 : 19.93 vs. STSOX (-7.11). VRTIX return over 5 years is better than : 27.09 vs. STSOX (-56.49).
| 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 | 6.404 | 6.855 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 14.3B | 1% |
| Annual Yield % from dividends | 0.19 | 1.25 | 15% |
| Returns for 1 year | -7.11 | 19.93 | -36% |
| Returns for 3 years | -36.19 | 42.44 | -85% |
| Returns for 5 years | -56.49 | 27.09 | -208% |
| Returns for 10 years | -51.29 | 175.04 | -29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LKOR | 42.97 | 0.21 | +0.49% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| AIOO | 25.75 | -0.02 | -0.08% |
| AllianzIM U.S. Equity Buffer100 Prot ETF | |||
| BDEC | 50.01 | -0.13 | -0.25% |
| Innovator U.S. Equity Buffer ETF™ - Dec | |||
| ETW | 9.29 | -0.08 | -0.85% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| AGIX | 36.37 | -0.69 | -1.87% |
| KraneShares Artfcl Intllgnc and Tech ETF | |||