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STMDX vs VGSNX
STMDX vs VGSNX Comparison
Open Charts STMDX vs VGSNX
Sterling Capital Real Estate I
Price$35.01
Change-$0.26 (-0.74%)
VolumeN/A
Net Assets65.34M
Vanguard Real Estate Index Institutional
Price$19.42
Change-$0.14 (-0.72%)
VolumeN/A
Net Assets64B
STMDX vs VGSNX Comparison Chart in %
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STMDX vs. VGSNX commentary
Nov 20, 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 Hold and VGSNX is a Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 64B vs. STMDX (65.3M). VGSNX pays higher dividends than STMDX: VGSNX (3.98) vs STMDX (2.82). STMDX was incepted earlier than VGSNX: STMDX (46 years) vs VGSNX (22 years). STMDX (0.86) is less costly to investors than VGSNX (0.11). VGSNX is a more actively managed with annual turnover of: 7.00 vs. STMDX (4.90). 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 : -2.35 vs. STMDX (-8.34). VGSNX return over 5 years is better than : 27.75 vs. STMDX (-0.62).
| STMDX | VGSNX | STMDX / VGSNX | |
| Total Expense Ratio | 0.86 | 0.11 | 782% |
| Annual Report Gross Expense Ratio | 0.86 | 0.11 | 782% |
| Fund Existence | 46 years | 22 years | - |
| Gain YTD | 1.653 | 3.041 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 64B | 0% |
| Annual Yield % from dividends | 2.82 | 3.98 | 71% |
| Returns for 1 year | -8.34 | -2.35 | 355% |
| Returns for 3 years | 1.79 | 18.24 | 10% |
| Returns for 5 years | -0.62 | 27.75 | -2% |
| Returns for 10 years | 20.58 | 59.49 | 35% |
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