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STMOX vs VGSIX
STMOX vs VGSIX Comparison
Open Charts STMOX vs VGSIX
Sterling Capital Real Estate C
Price$34.40
Change-$0.17 (-0.49%)
VolumeN/A
Net Assets66.83M
Vanguard Real Estate Index Investor
Price$29.56
Change-$0.07 (-0.24%)
VolumeN/A
Net Assets63.79B
STMOX vs VGSIX Comparison Chart in %
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STMOX vs. VGSIX commentary
Aug 04, 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 STMOX is a Hold and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. STMOX (66.8M). VGSIX pays higher dividends than STMOX: VGSIX (3.74) vs STMOX (1.84). STMOX was incepted earlier than VGSIX: STMOX (10 years) vs VGSIX (29 years). STMOX (1.86) is less costly to investors than VGSIX (0.27). VGSIX is a more actively managed with annual turnover of: 7.00 vs. STMOX (4.90). VGSIX has a lower initial minimum investment than STMOX: VGSIX (0) vs STMOX (1000). VGSIX annual gain was more profitable for investors over the last year : 0.97 vs. STMOX (-5.18). VGSIX return over 5 years is better than : 31.27 vs. STMOX (-4.24).
| STMOX | VGSIX | STMOX / VGSIX | |
| Total Expense Ratio | 1.86 | 0.27 | 689% |
| Annual Report Gross Expense Ratio | 1.86 | 0.27 | 689% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | -0.435 | 1.719 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 63.8B | 0% |
| Annual Yield % from dividends | 1.84 | 3.74 | 49% |
| Returns for 1 year | -5.18 | 0.97 | -532% |
| Returns for 3 years | -13.32 | 3.70 | -360% |
| Returns for 5 years | -4.24 | 31.27 | -14% |
| Returns for 10 years | N/A | 57.09 | - |
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