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STMMX vs VGSIX
STMMX vs VGSIX Comparison
Open Charts STMMX vs VGSIX
Sterling Capital Real Estate A
Price$39.92
Change-$0.16 (-0.40%)
VolumeN/A
CapitalizationN/A
Vanguard Real Estate Index Investor
Price$32.50
Change-$0.12 (-0.37%)
VolumeN/A
CapitalizationN/A
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STMMX vs VGSIX Comparison Chart
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STMMX vs. VGSIX commentary
Sep 21, 2024
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 STMMX is a StrongBuy and VGSIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. STMMX (74.1M). VGSIX pays higher dividends than STMMX: VGSIX (3.85) vs STMMX (1.69). STMMX was incepted earlier than VGSIX: STMMX (9 years) vs VGSIX (28 years). VGSIX is a more actively managed with annual turnover of: 9.00 vs. STMMX (6.06). STMMX has a lower initial minimum investment than VGSIX: STMMX (1000) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 30.65 vs. STMMX (22.40). VGSIX return over 5 years is better than : 25.45 vs. STMMX (2.53).
| STMMX | VGSIX | STMMX / VGSIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 13.331 | 12.979 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.1M | 70.5B | 0% |
| Annual Yield % from dividends | 1.69 | 3.85 | 44% |
| Returns for 1 year | 22.40 | 30.65 | 73% |
| Returns for 3 years | -12.81 | 3.36 | -381% |
| Returns for 5 years | 2.53 | 25.45 | 10% |
| Returns for 10 years | N/A | 86.34 | - |
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