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STMDX vs VRTPX
STMDX vs VRTPX Comparison
Open Charts STMDX vs VRTPX
Sterling Capital Real Estate I
Price$35.65
Change-$0.17 (-0.47%)
VolumeN/A
Net Assets68.36M
Vanguard Real Estate II Index
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.32B
STMDX vs VRTPX Comparison Chart
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STMDX vs. VRTPX commentary
May 09, 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: 9.32B vs. STMDX (68.4M). VRTPX pays higher dividends than STMDX: VRTPX (4.01) vs STMDX (2.69). 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 : 13.23 vs. STMDX (10.22). VRTPX return over 5 years is better than : 42.24 vs. STMDX (14.32).
| 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 | 1.712 | 0.364 | 470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.4M | 9.32B | 1% |
| Annual Yield % from dividends | 2.69 | 4.01 | 67% |
| Returns for 1 year | 10.22 | 13.23 | 77% |
| Returns for 3 years | -7.65 | 4.40 | -174% |
| Returns for 5 years | 14.32 | 42.24 | 34% |
| Returns for 10 years | 23.30 | N/A | - |
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