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STMDX vs VGSNX
STMDX vs VGSNX Comparison
Open Charts STMDX vs VGSNX
Sterling Capital Real Estate I
Price$35.99
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets68.69M
Vanguard Real Estate Index Institutional
Price$19.75
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets63.57B
STMDX vs VGSNX Comparison Chart in %
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STMDX vs. VGSNX commentary
Jul 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.6B vs. STMDX (68.7M). VGSNX pays higher dividends than STMDX: VGSNX (3.92) vs STMDX (2.77). 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 : 12.23 vs. STMDX (6.66). VGSNX return over 5 years is better than : 36.17 vs. STMDX (6.94).
| 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 | 3.033 | 3.053 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7M | 63.6B | 0% |
| Annual Yield % from dividends | 2.77 | 3.92 | 71% |
| Returns for 1 year | 6.66 | 12.23 | 54% |
| Returns for 3 years | -3.66 | 10.19 | -36% |
| Returns for 5 years | 6.94 | 36.17 | 19% |
| Returns for 10 years | 27.24 | 66.09 | 41% |
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