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STLYX vs VTSMX
STLYX vs VTSMX Comparison
Open Charts STLYX vs VTSMX
SEI Tax-Managed Large Cap Y (SIMT)
Price$39.25
Change-$0.12 (-0.30%)
VolumeN/A
Net Assets4.25B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
STLYX vs VTSMX Comparison Chart in %
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STLYX vs. VTSMX commentary
Sep 01, 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 STLYX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. STLYX (4.25B). VTSMX pays higher dividends than STLYX: VTSMX (1.07) vs STLYX (0.90). STLYX was incepted earlier than VTSMX: STLYX (11 years) vs VTSMX (33 years). STLYX (0.65) is less costly to investors than VTSMX (0.14). STLYX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than STLYX: VTSMX (3000) vs STLYX (100000). VTSMX annual gain was more profitable for investors over the last year : 15.49 vs. STLYX (4.68). VTSMX return over 5 years is better than : 79.73 vs. STLYX (47.06).
| STLYX | VTSMX | STLYX / VTSMX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 11.504 | 9.827 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25B | 1.91T | 0% |
| Annual Yield % from dividends | 0.90 | 1.07 | 84% |
| Returns for 1 year | 4.68 | 15.49 | 30% |
| Returns for 3 years | 28.85 | 59.48 | 49% |
| Returns for 5 years | 47.06 | 79.73 | 59% |
| Returns for 10 years | 124.21 | 232.22 | 53% |
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