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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$36.02
Change-$0.30 (-0.83%)
VolumeN/A
Net Assets68.48M
Vanguard Real Estate Index Investor
Price$29.86
Change-$0.29 (-0.96%)
VolumeN/A
Net Assets63.57B
STMDX vs VGSIX Comparison Chart
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STMDX vs. VGSIX commentary
Jun 16, 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 (68.5M). VGSIX pays higher dividends than STMDX: VGSIX (3.92) vs STMDX (2.67). 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 : 11.19 vs. STMDX (6.56). VGSIX return over 5 years is better than : 33.75 vs. STMDX (7.84).
| 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 | 2.280 | 1.789 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.5M | 63.6B | 0% |
| Annual Yield % from dividends | 2.67 | 3.92 | 68% |
| Returns for 1 year | 6.56 | 11.19 | 59% |
| Returns for 3 years | 2.16 | 15.96 | 14% |
| Returns for 5 years | 7.84 | 33.75 | 23% |
| Returns for 10 years | 25.96 | 60.71 | 43% |
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