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STMDX vs VGSIX
STMDX vs VGSIX Comparison
Open Charts STMDX vs VGSIX
Sterling Capital Real Estate I
Price$34.11
Change-$0.74 (-2.12%)
VolumeN/A
Net Assets62.43M
Vanguard Real Estate Index Investor
Price$29.80
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets64.03B
STMDX vs VGSIX Comparison Chart in %
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STMDX vs. VGSIX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VGSIX has more cash in the bank: 64B vs. STMDX (62.4M). VGSIX pays higher dividends than STMDX: VGSIX (3.68) vs STMDX (2.65). 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). STMDX is a more actively managed with annual turnover of: 7.62 vs. VGSIX (7.00). 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 : 3.04 vs. STMDX (-0.92). VGSIX return over 5 years is better than : 22.14 vs. STMDX (-5.61).
| 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 | 0.977 | 1.326 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.4M | 64B | 0% |
| Annual Yield % from dividends | 2.65 | 3.68 | 72% |
| Returns for 1 year | -0.92 | 3.04 | -30% |
| Returns for 3 years | -3.18 | 9.55 | -33% |
| Returns for 5 years | -5.61 | 22.14 | -25% |
| Returns for 10 years | 23.50 | 65.86 | 36% |
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