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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.76
Change-$0.60 (-1.65%)
VolumeN/A
Net Assets69.47M
Vanguard Real Estate Index Investor
Price$29.99
Change-$0.50 (-1.64%)
VolumeN/A
Net Assets63.79B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Jul 29, 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 StrongBuy and VGSIX is a Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.8B vs. STMDX (69.5M). VGSIX pays higher dividends than STMDX: VGSIX (3.75) vs STMDX (2.77). 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 : 8.10 vs. STMDX (3.38). VGSIX return over 5 years is better than : 41.03 vs. STMDX (9.99).
| 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 | 4.092 | 4.920 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 63.8B | 0% |
| Annual Yield % from dividends | 2.77 | 3.75 | 74% |
| Returns for 1 year | 3.38 | 8.10 | 42% |
| Returns for 3 years | -4.73 | 9.41 | -50% |
| Returns for 5 years | 9.99 | 41.03 | 24% |
| Returns for 10 years | 26.39 | 63.27 | 42% |
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