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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.25
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets66.92M
Vanguard Real Estate Index Investor
Price$29.83
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets63.72B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Aug 08, 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: 63.7B vs. STMDX (66.9M). VGSIX pays higher dividends than STMDX: VGSIX (3.74) vs STMDX (2.80). 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: 7.00 vs. STMDX (4.90). VGSIX has a lower initial minimum investment than STMDX: VGSIX (0) vs STMDX (1000000). VGSIX annual gain was more profitable for investors over the last year : 3.46 vs. STMDX (-1.91). VGSIX return over 5 years is better than : 30.51 vs. STMDX (0.39).
| 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 | 0.600 | 2.408 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 63.7B | 0% |
| Annual Yield % from dividends | 2.80 | 3.74 | 75% |
| Returns for 1 year | -1.91 | 3.46 | -55% |
| Returns for 3 years | -11.14 | 3.06 | -364% |
| Returns for 5 years | 0.39 | 30.51 | 1% |
| Returns for 10 years | 21.94 | 58.94 | 37% |
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