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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.92
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.91M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. STMSX (662M). 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 : 12.34 vs. STMSX (-9.67). NAESX return over 5 years is better than : 54.62 vs. STMSX (15.21).
| 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 | 0.337 | 0.201 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 662M | 23,263% |
| Annual Yield % from dividends | 1.25 | 0.44 | 283% |
| Returns for 1 year | 12.34 | -9.67 | -128% |
| Returns for 3 years | 22.72 | -1.67 | -1,363% |
| Returns for 5 years | 54.62 | 15.21 | 359% |
| Returns for 10 years | 107.61 | 22.61 | 476% |
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