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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.22
Change-$0.34 (-0.96%)
VolumeN/A
Net Assets65.99M
Vanguard Real Estate Index Investor
Price$29.71
Change-$0.36 (-1.20%)
VolumeN/A
Net Assets64B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. STMDX (66M). VGSIX pays higher dividends than STMDX: VGSIX (3.81) vs STMDX (2.82). STMDX was incepted earlier than VGSIX: STMDX (45 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 : -0.19 vs. STMDX (-6.33). VGSIX return over 5 years is better than : 27.45 vs. STMDX (-1.21).
| 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 | 30 years | - |
| Gain YTD | 2.489 | 4.426 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66M | 64B | 0% |
| Annual Yield % from dividends | 2.82 | 3.81 | 74% |
| Returns for 1 year | -6.33 | -0.19 | 3,248% |
| Returns for 3 years | 1.22 | 17.41 | 7% |
| Returns for 5 years | -1.21 | 27.45 | -4% |
| Returns for 10 years | 25.40 | 65.43 | 39% |
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