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STMDX vs VGSNX
STMDX vs VGSNX Comparison
Open Charts STMDX vs VGSNX
Sterling Capital Real Estate I
Price$35.76
Change-$0.60 (-1.65%)
VolumeN/A
Net Assets69.47M
Vanguard Real Estate Index Institutional
Price$19.79
Change-$0.34 (-1.69%)
VolumeN/A
Net Assets63.79B
STMDX vs VGSNX Comparison Chart in %
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STMDX vs. VGSNX commentary
Jul 29, 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 StrongBuy and VGSNX is a Buy.
FUNDAMENTALS
Fundamentals
VGSNX has more cash in the bank: 63.8B vs. STMDX (69.5M). 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 : 8.28 vs. STMDX (3.38). VGSNX return over 5 years is better than : 42.19 vs. STMDX (9.99).
| 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 | 4.092 | 5.036 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.5M | 63.8B | 0% |
| Annual Yield % from dividends | 2.77 | 3.92 | 71% |
| Returns for 1 year | 3.38 | 8.28 | 41% |
| Returns for 3 years | -4.73 | 9.98 | -47% |
| Returns for 5 years | 9.99 | 42.19 | 24% |
| Returns for 10 years | 26.39 | 65.64 | 40% |
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