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STMOX vs VGSIX
STMOX vs VGSIX Comparison
Open Charts STMOX vs VGSIX
Sterling Capital Real Estate C
Price$39.39
Change-$0.17 (-0.43%)
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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STMOX vs VGSIX Comparison Chart
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STMOX 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 STMOX is a StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 70.5B vs. STMOX (74.1M). VGSIX pays higher dividends than STMOX: VGSIX (3.85) vs STMOX (1.01). STMOX was incepted earlier than VGSIX: STMOX (9 years) vs VGSIX (28 years). VGSIX is a more actively managed with annual turnover of: 9.00 vs. STMOX (6.06). STMOX has a lower initial minimum investment than VGSIX: STMOX (1000) vs VGSIX (3000). VGSIX annual gain was more profitable for investors over the last year : 26.74 vs. STMOX (17.86). VGSIX return over 5 years is better than : 25.87 vs. STMOX (-0.98).
| STMOX | VGSIX | STMOX / 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 | 13.260 | 13.362 | 99% |
| 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 | 1.01 | 3.85 | 26% |
| Returns for 1 year | 17.86 | 26.74 | 67% |
| Returns for 3 years | -14.84 | 3.19 | -466% |
| Returns for 5 years | -0.98 | 25.87 | -4% |
| Returns for 10 years | N/A | 84.00 | - |
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