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STMDX vs VRTPX
STMDX vs VRTPX Comparison
Open Charts STMDX vs VRTPX
Sterling Capital Real Estate I
Price$35.56
Change+$0.54 (+1.54%)
VolumeN/A
Net Assets68.17M
Vanguard Real Estate II Index
Price$21.83
Change+$0.31 (+1.44%)
VolumeN/A
Net Assets9.29B
STMDX vs VRTPX Comparison Chart
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STMDX vs. VRTPX 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.29B vs. STMDX (68.2M). VRTPX pays higher dividends than STMDX: VRTPX (3.98) vs STMDX (1.92). STMDX was incepted earlier than VRTPX: STMDX (45 years) vs VRTPX (7 years). STMDX (6.06) and VRTPX (6.00) have comparable annual turnover. 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 : 12.52 vs. STMDX (5.33). VRTPX return over 5 years is better than : 16.28 vs. STMDX (-6.19).
| STMDX | VRTPX | STMDX / VRTPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 45 years | 7 years | - |
| Gain YTD | -1.101 | 1.914 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.2M | 9.29B | 1% |
| Annual Yield % from dividends | 1.92 | 3.98 | 48% |
| Returns for 1 year | 5.33 | 12.52 | 43% |
| Returns for 3 years | -18.21 | -4.31 | 422% |
| Returns for 5 years | -6.19 | 16.28 | -38% |
| Returns for 10 years | 11.84 | N/A | - |
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