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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.56
Change+$0.54 (+1.54%)
VolumeN/A
Net Assets68.17M
Vanguard Real Estate Index Investor
Price$30.18
Change+$0.42 (+1.41%)
VolumeN/A
Net Assets64.7B
STMDX vs VGSIX Comparison Chart
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STMDX vs. VGSIX commentary
Jan 31, 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 STMDX is a Buy and VGSIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64.7B vs. STMDX (68.2M). VGSIX pays higher dividends than STMDX: VGSIX (3.85) vs STMDX (1.92). STMDX was incepted earlier than VGSIX: STMDX (45 years) vs VGSIX (29 years). VGSIX is a more actively managed with annual turnover of: 9.00 vs. STMDX (6.06). VGSIX has a lower initial minimum investment than STMDX: VGSIX (3000) vs STMDX (1000000). VGSIX annual gain was more profitable for investors over the last year : 10.77 vs. STMDX (5.33). VGSIX return over 5 years is better than : 14.14 vs. STMDX (-6.19).
| STMDX | VGSIX | STMDX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 29 years | - |
| Gain YTD | -1.101 | 0.473 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 64.7B | 0% |
| Annual Yield % from dividends | 1.92 | 3.85 | 50% |
| Returns for 1 year | 5.33 | 10.77 | 49% |
| Returns for 3 years | -18.21 | -5.70 | 319% |
| Returns for 5 years | -6.19 | 14.14 | -44% |
| Returns for 10 years | 11.84 | 43.17 | 27% |
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