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STMDX vs VGSNX
STMDX vs VGSNX Comparison
Open Charts STMDX vs VGSNX
Sterling Capital Real Estate I
Price$35.45
Change+$0.67 (+1.93%)
VolumeN/A
Net Assets66.64M
Vanguard Real Estate Index Institutional
Price$19.84
Change+$0.34 (+1.74%)
VolumeN/A
Net Assets63.72B
STMDX vs VGSNX Comparison Chart in %
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STMDX vs. VGSNX commentary
Aug 20, 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 VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.7B vs. STMDX (66.6M). VGSNX pays higher dividends than STMDX: VGSNX (3.91) vs STMDX (2.80). STMDX was incepted earlier than VGSNX: STMDX (45 years) vs VGSNX (22 years). STMDX (0.86) is less costly to investors than VGSNX (0.11). VGSNX is a more actively managed with annual turnover of: 7.00 vs. STMDX (4.90). STMDX has a lower initial minimum investment than VGSNX: STMDX (1000000) vs VGSNX (5000000). VGSNX annual gain was more profitable for investors over the last year : 1.12 vs. STMDX (-4.67). VGSNX return over 5 years is better than : 34.68 vs. STMDX (2.60).
| STMDX | VGSNX | STMDX / VGSNX | |
| Total Expense Ratio | 0.86 | 0.11 | 782% |
| Annual Report Gross Expense Ratio | 0.86 | 0.11 | 782% |
| Fund Existence | 45 years | 22 years | - |
| Gain YTD | -0.431 | 1.749 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.6M | 63.7B | 0% |
| Annual Yield % from dividends | 2.80 | 3.91 | 72% |
| Returns for 1 year | -4.67 | 1.12 | -416% |
| Returns for 3 years | -13.26 | 1.46 | -906% |
| Returns for 5 years | 2.60 | 34.68 | 7% |
| Returns for 10 years | 21.52 | 60.65 | 35% |
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