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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.99
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets68.69M
Vanguard Real Estate Index Investor
Price$29.93
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets63.57B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Jul 07, 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 Hold and VGSIX is a Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 63.6B vs. STMDX (68.7M). 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 (3000) vs STMDX (1000000). VGSIX annual gain was more profitable for investors over the last year : 12.01 vs. STMDX (6.66). VGSIX return over 5 years is better than : 35.11 vs. STMDX (6.94).
| 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 | 3.033 | 2.993 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7M | 63.6B | 0% |
| Annual Yield % from dividends | 2.77 | 3.75 | 74% |
| Returns for 1 year | 6.66 | 12.01 | 55% |
| Returns for 3 years | -3.66 | 9.66 | -38% |
| Returns for 5 years | 6.94 | 35.11 | 20% |
| Returns for 10 years | 27.24 | 63.80 | 43% |
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