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STMDX vs VRTPX
STMDX vs VRTPX Comparison
Open Charts STMDX vs VRTPX
Sterling Capital Real Estate I
Price$34.89
Change+$0.51 (+1.48%)
VolumeN/A
Net Assets65.74M
Vanguard Real Estate II Index
Price$20.88
Change+$0.31 (+1.51%)
VolumeN/A
Net Assets9.54B
STMDX vs VRTPX Comparison Chart
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STMDX vs. VRTPX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.54B vs. STMDX (65.7M). VRTPX pays higher dividends than STMDX: VRTPX (3.92) vs STMDX (2.65). 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). VRTPX is a more actively managed with annual turnover of: 6.00 vs. STMDX (4.90). 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 : 15.11 vs. STMDX (10.11). VRTPX return over 5 years is better than : 37.45 vs. STMDX (8.78).
| 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 | -2.377 | -1.569 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 9.54B | 1% |
| Annual Yield % from dividends | 2.65 | 3.92 | 67% |
| Returns for 1 year | 10.11 | 15.11 | 67% |
| Returns for 3 years | -21.63 | -9.68 | 223% |
| Returns for 5 years | 8.78 | 37.45 | 23% |
| Returns for 10 years | 14.82 | N/A | - |
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