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STMDX vs VRTPX
STMDX vs VRTPX Comparison
Open Charts STMDX vs VRTPX
Sterling Capital Real Estate I
Price$35.99
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets68.69M
Vanguard Real Estate II Index
Price$21.66
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
STMDX vs VRTPX Comparison Chart in %
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STMDX vs. VRTPX 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 VRTPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTPX has more cash in the bank: 9.42B vs. STMDX (68.7M). VRTPX pays higher dividends than STMDX: VRTPX (3.80) vs STMDX (2.77). STMDX was incepted earlier than VRTPX: STMDX (45 years) vs VRTPX (8 years). STMDX (0.86) is less costly to investors than VRTPX (0.08). STMDX is a more actively managed with annual turnover of: 4.90 vs. VRTPX (4.00). STMDX has a lower initial minimum investment than VRTPX: STMDX (1000000) vs VRTPX (100000000). VRTPX annual gain was more profitable for investors over the last year : 12.26 vs. STMDX (6.66). VRTPX return over 5 years is better than : 35.67 vs. STMDX (6.94).
| STMDX | VRTPX | STMDX / VRTPX | |
| Total Expense Ratio | 0.86 | 0.08 | 1,075% |
| Annual Report Gross Expense Ratio | 0.86 | 0.08 | 1,075% |
| Fund Existence | 45 years | 8 years | - |
| Gain YTD | 3.033 | 3.096 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.7M | 9.42B | 1% |
| Annual Yield % from dividends | 2.77 | 3.80 | 73% |
| Returns for 1 year | 6.66 | 12.26 | 54% |
| Returns for 3 years | -3.66 | 9.70 | -38% |
| Returns for 5 years | 6.94 | 35.67 | 19% |
| Returns for 10 years | 27.24 | N/A | - |
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