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SMYFX vs VRTIX
SMYFX vs VRTIX Comparison
Open Charts SMYFX vs VRTIX
SEI Small Cap Y (SIMT)
Price$14.02
Change+$0.14 (+1.01%)
VolumeN/A
Net Assets464.31M
Vanguard Russell 2000 Index I
Price$381.40
Change+$3.93 (+1.04%)
VolumeN/A
Net Assets13.58B
SMYFX vs VRTIX Comparison Chart in %
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SMYFX vs. VRTIX commentary
Oct 09, 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 SMYFX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SMYFX (464M). VRTIX pays higher dividends than SMYFX: VRTIX (1.20) vs SMYFX (0.80). SMYFX was incepted earlier than VRTIX: SMYFX (11 years) vs VRTIX (15 years). SMYFX (0.98) is less costly to investors than VRTIX (0.07). SMYFX is a more actively managed with annual turnover of: 103.00 vs. VRTIX (12.00). SMYFX has a lower initial minimum investment than VRTIX: SMYFX (100000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 12.43 vs. SMYFX (-2.81). VRTIX return over 5 years is better than : 52.75 vs. SMYFX (21.97).
| SMYFX | VRTIX | SMYFX / VRTIX | |
| Total Expense Ratio | 0.98 | 0.07 | 1,400% |
| Annual Report Gross Expense Ratio | 0.98 | 0.07 | 1,400% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 8.106 | 10.623 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 464M | 13.6B | 3% |
| Annual Yield % from dividends | 0.80 | 1.20 | 67% |
| Returns for 1 year | -2.81 | 12.43 | -23% |
| Returns for 3 years | 26.12 | 46.33 | 56% |
| Returns for 5 years | 21.97 | 52.75 | 42% |
| Returns for 10 years | 13.70 | 120.58 | 11% |
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