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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$33.88
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets62.77M
Vanguard Real Estate Index Investor
Price$29.51
Change+$0.20 (+0.68%)
VolumeN/A
Net Assets65.38B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Dec 27, 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 VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 65.4B vs. STMDX (62.8M). VGSIX pays higher dividends than STMDX: VGSIX (3.72) vs STMDX (2.74). STMDX was incepted earlier than VGSIX: STMDX (46 years) vs VGSIX (30 years). STMDX (0.86) is less costly to investors than VGSIX (0.27). VGSIX is a more actively managed with annual turnover of: 7.00 vs. STMDX (4.90). VGSIX has a lower initial minimum investment than STMDX: VGSIX (0) vs STMDX (1000000). VGSIX annual gain was more profitable for investors over the last year : 2.03 vs. STMDX (-2.63). VGSIX return over 5 years is better than : 25.45 vs. STMDX (-2.75).
| STMDX | VGSIX | STMDX / VGSIX | |
| Total Expense Ratio | 0.86 | 0.27 | 319% |
| Annual Report Gross Expense Ratio | 0.86 | 0.27 | 319% |
| Fund Existence | 46 years | 30 years | - |
| Gain YTD | -2.353 | 2.481 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.8M | 65.4B | 0% |
| Annual Yield % from dividends | 2.74 | 3.72 | 74% |
| Returns for 1 year | -2.63 | 2.03 | -129% |
| Returns for 3 years | 5.76 | 19.43 | 30% |
| Returns for 5 years | -2.75 | 25.45 | -11% |
| Returns for 10 years | 15.99 | 54.85 | 29% |
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