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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.40
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets658.46M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Nov 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 NAESX is a Hold and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STMSX (658M). NAESX pays higher dividends than STMSX: NAESX (1.22) vs STMSX (0.44). NAESX was incepted earlier than STMSX: NAESX (65 years) vs STMSX (25 years). STMSX (1.23) is less costly to investors than NAESX (0.17). STMSX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than STMSX: NAESX (3000) vs STMSX (100000). NAESX annual gain was more profitable for investors over the last year : -0.55 vs. STMSX (-18.63). NAESX return over 5 years is better than : 39.03 vs. STMSX (6.63).
| NAESX | STMSX | NAESX / STMSX | |
| Total Expense Ratio | 0.17 | 1.11 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.23 | 14% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 2.218 | 2.195 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 658M | 24,620% |
| Annual Yield % from dividends | 1.22 | 0.44 | 281% |
| Returns for 1 year | -0.55 | -18.63 | 3% |
| Returns for 3 years | 29.75 | 1.46 | 2,043% |
| Returns for 5 years | 39.03 | 6.63 | 589% |
| Returns for 10 years | 121.66 | 30.20 | 403% |
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