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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$34.89
Change+$0.51 (+1.48%)
VolumeN/A
Net Assets65.74M
Vanguard Real Estate Index Investor
Price$28.86
Change+$0.43 (+1.51%)
VolumeN/A
Net Assets65.66B
STMDX vs VGSIX Comparison Chart
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STMDX vs. VGSIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.7B vs. STMDX (65.7M). VGSIX pays higher dividends than STMDX: VGSIX (3.87) vs STMDX (2.65). STMDX was incepted earlier than VGSIX: STMDX (45 years) vs VGSIX (29 years). STMDX (0.86) is less costly to investors than VGSIX (0.27). VGSIX is a more actively managed with annual turnover of: 9.00 vs. STMDX (4.90). 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 : 13.17 vs. STMDX (10.11). VGSIX return over 5 years is better than : 34.84 vs. STMDX (8.78).
| STMDX | VGSIX | STMDX / VGSIX | |
| Total Expense Ratio | 0.86 | 0.27 | 319% |
| Annual Report Gross Expense Ratio | 0.86 | 0.27 | 319% |
| Fund Existence | 45 years | 29 years | - |
| Gain YTD | -2.377 | -3.085 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 65.7B | 0% |
| Annual Yield % from dividends | 2.65 | 3.87 | 68% |
| Returns for 1 year | 10.11 | 13.17 | 77% |
| Returns for 3 years | -21.63 | -11.04 | 196% |
| Returns for 5 years | 8.78 | 34.84 | 25% |
| Returns for 10 years | 14.82 | 45.03 | 33% |
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