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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.44
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets693.77M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Aug 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 NAESX is a Buy and STMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. STMSX (694M). NAESX pays higher dividends than STMSX: NAESX (1.25) 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 : 9.99 vs. STMSX (-10.04). NAESX return over 5 years is better than : 60.61 vs. STMSX (22.56).
| 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 | 5.381 | 6.750 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 694M | 22,190% |
| Annual Yield % from dividends | 1.25 | 0.44 | 283% |
| Returns for 1 year | 9.99 | -10.04 | -99% |
| Returns for 3 years | 32.16 | 6.93 | 464% |
| Returns for 5 years | 60.61 | 22.56 | 269% |
| Returns for 10 years | 130.39 | 37.91 | 344% |
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