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STMDX vs VGSNX
STMDX vs VGSNX Comparison
Open Charts STMDX vs VGSNX
Sterling Capital Real Estate I
Price$35.56
Change+$0.54 (+1.54%)
VolumeN/A
Net Assets68.17M
Vanguard Real Estate Index Institutional
Price$19.92
Change+$0.28 (+1.43%)
VolumeN/A
Net Assets64.7B
STMDX vs VGSNX Comparison Chart
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STMDX vs. VGSNX 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 VGSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64.7B vs. STMDX (68.2M). VGSNX pays higher dividends than STMDX: VGSNX (4.01) vs STMDX (1.92). STMDX was incepted earlier than VGSNX: STMDX (45 years) vs VGSNX (21 years). VGSNX is a more actively managed with annual turnover of: 9.00 vs. STMDX (6.06). STMDX has a lower initial minimum investment than VGSNX: STMDX (1000000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 10.93 vs. STMDX (5.33). VGSNX return over 5 years is better than : 15.08 vs. STMDX (-6.19).
| STMDX | VGSNX | STMDX / VGSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 21 years | - |
| Gain YTD | -1.101 | 0.460 | -239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 64.7B | 0% |
| Annual Yield % from dividends | 1.92 | 4.01 | 48% |
| Returns for 1 year | 5.33 | 10.93 | 49% |
| Returns for 3 years | -18.21 | -5.26 | 346% |
| Returns for 5 years | -6.19 | 15.08 | -41% |
| Returns for 10 years | 11.84 | 45.16 | 26% |
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