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STMOX vs VRTPX
STMOX vs VRTPX Comparison
Open Charts STMOX vs VRTPX
Sterling Capital Real Estate C
Price$35.06
Change-$0.17 (-0.48%)
VolumeN/A
Net Assets68.36M
Vanguard Real Estate II Index
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets9.32B
STMOX vs VRTPX Comparison Chart
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STMOX 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 STMOX is a Buy and VRTPX is a Buy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.32B vs. STMOX (68.4M). VRTPX pays higher dividends than STMOX: VRTPX (4.01) vs STMOX (1.74). STMOX was incepted earlier than VRTPX: STMOX (9 years) vs VRTPX (8 years). STMOX (1.86) is less costly to investors than VRTPX (0.08). STMOX is a more actively managed with annual turnover of: 4.90 vs. VRTPX (4.00). STMOX has a lower initial minimum investment than VRTPX: STMOX (1000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 13.23 vs. STMOX (9.03). VRTPX return over 5 years is better than : 42.24 vs. STMOX (8.38).
| STMOX | VRTPX | STMOX / VRTPX | |
| Total Expense Ratio | 1.86 | 0.08 | 2,325% |
| Annual Report Gross Expense Ratio | 1.86 | 0.08 | 2,325% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 1.375 | 0.364 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.4M | 9.32B | 1% |
| Annual Yield % from dividends | 1.74 | 4.01 | 43% |
| Returns for 1 year | 9.03 | 13.23 | 68% |
| Returns for 3 years | -10.59 | 4.40 | -241% |
| Returns for 5 years | 8.38 | 42.24 | 20% |
| Returns for 10 years | N/A | N/A | - |
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