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STMDX vs VRTPX
STMDX vs VRTPX Comparison
Open Charts STMDX vs VRTPX
Sterling Capital Real Estate I
Price$35.25
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets66.92M
Vanguard Real Estate II Index
Price$21.59
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.49B
STMDX vs VRTPX Comparison Chart in %
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STMDX vs. VRTPX 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.49B vs. STMDX (66.9M). VRTPX pays higher dividends than STMDX: VRTPX (3.79) vs STMDX (2.80). STMDX was incepted earlier than VRTPX: STMDX (45 years) vs VRTPX (8 years). STMDX (0.86) is less costly to investors than VRTPX (0.08). STMDX is a more actively managed with annual turnover of: 4.90 vs. VRTPX (4.00). STMDX has a lower initial minimum investment than VRTPX: STMDX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 3.66 vs. STMDX (-1.91). VRTPX return over 5 years is better than : 31.06 vs. STMDX (0.39).
| STMDX | VRTPX | STMDX / VRTPX | |
| Total Expense Ratio | 0.86 | 0.08 | 1,075% |
| Annual Report Gross Expense Ratio | 0.86 | 0.08 | 1,075% |
| Fund Existence | 45 years | 8 years | - |
| Gain YTD | 0.600 | 2.525 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 9.49B | 1% |
| Annual Yield % from dividends | 2.80 | 3.79 | 74% |
| Returns for 1 year | -1.91 | 3.66 | -52% |
| Returns for 3 years | -11.14 | 3.10 | -360% |
| Returns for 5 years | 0.39 | 31.06 | 1% |
| Returns for 10 years | 21.94 | N/A | - |
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