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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.71
Change+$0.30 (+0.85%)
VolumeN/A
Net Assets66.81M
Vanguard Real Estate Index Investor
Price$30.26
Change+$0.29 (+0.97%)
VolumeN/A
Net Assets65.73B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Sep 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: 65.7B vs. STMDX (66.8M). VGSIX pays higher dividends than STMDX: VGSIX (3.62) vs STMDX (2.73). STMDX was incepted earlier than VGSIX: STMDX (45 years) vs VGSIX (29 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 : -2.13 vs. STMDX (-7.82). VGSIX return over 5 years is better than : 41.03 vs. STMDX (8.89).
| STMDX | VGSIX | STMDX / VGSIX | |
| Total Expense Ratio | 0.86 | 0.27 | 319% |
| Annual Report Gross Expense Ratio | 0.86 | 0.27 | 319% |
| Fund Existence | 45 years | 29 years | - |
| Gain YTD | 2.232 | 5.086 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 65.7B | 0% |
| Annual Yield % from dividends | 2.73 | 3.62 | 75% |
| Returns for 1 year | -7.82 | -2.13 | 367% |
| Returns for 3 years | 9.42 | 28.41 | 33% |
| Returns for 5 years | 8.89 | 41.03 | 22% |
| Returns for 10 years | 29.47 | 69.69 | 42% |
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