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STMSX vs VSCIX
STMSX vs VSCIX Comparison
Open Charts STMSX vs VSCIX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$20.56
Change+$1.59 (+8.38%)
VolumeN/A
Net Assets574.55M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
STMSX vs VSCIX Comparison Chart
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STMSX vs. VSCIX commentary
Apr 11, 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 STMSX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. STMSX (575M). VSCIX pays higher dividends than STMSX: VSCIX (1.53) vs STMSX (0.35). STMSX was incepted earlier than VSCIX: STMSX (24 years) vs VSCIX (28 years). STMSX (1.23) is less costly to investors than VSCIX (0.04). STMSX is a more actively managed with annual turnover of: 57.00 vs. VSCIX (12.00). STMSX has a lower initial minimum investment than VSCIX: STMSX (100000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -13.68 vs. STMSX (-27.02). VSCIX return over 5 years is better than : 56.55 vs. STMSX (16.12).
| STMSX | VSCIX | STMSX / VSCIX | |
| Total Expense Ratio | 1.11 | 0.04 | 2,775% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | -17.329 | -19.289 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 143B | 0% |
| Annual Yield % from dividends | 0.35 | 1.53 | 23% |
| Returns for 1 year | -27.02 | -13.68 | 197% |
| Returns for 3 years | -21.42 | -5.11 | 419% |
| Returns for 5 years | 16.12 | 56.55 | 28% |
| Returns for 10 years | 0.17 | 63.61 | 0% |
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