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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$35.42
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets65.28M
Vanguard Real Estate Index Investor
Price$29.97
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets64B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. STMDX (65.3M). VGSIX pays higher dividends than STMDX: VGSIX (3.72) vs STMDX (2.74). STMDX was incepted earlier than VGSIX: STMDX (46 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 : -2.73 vs. STMDX (-8.39). VGSIX return over 5 years is better than : 25.61 vs. STMDX (-1.03).
| STMDX | VGSIX | STMDX / VGSIX | |
| Total Expense Ratio | 0.86 | 0.27 | 319% |
| Annual Report Gross Expense Ratio | 0.86 | 0.27 | 319% |
| Fund Existence | 46 years | 30 years | - |
| Gain YTD | 2.085 | 4.079 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 64B | 0% |
| Annual Yield % from dividends | 2.74 | 3.72 | 74% |
| Returns for 1 year | -8.39 | -2.73 | 307% |
| Returns for 3 years | -0.52 | 16.13 | -3% |
| Returns for 5 years | -1.03 | 25.61 | -4% |
| Returns for 10 years | 21.70 | 59.24 | 37% |
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