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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$24.03
Change-$5.33 (-18.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
STMSX vs VSCIX Comparison Chart
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STMSX vs. VSCIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. STMSX (795M). VSCIX pays higher dividends than STMSX: VSCIX (1.43) vs STMSX (0.38). STMSX was incepted earlier than VSCIX: STMSX (24 years) vs VSCIX (27 years). STMSX is a more actively managed with annual turnover of: 62.00 vs. VSCIX (12.00). STMSX has a lower initial minimum investment than VSCIX: STMSX (100000) vs VSCIX (5000000). STMSX annual gain was more profitable for investors over the last year : 22.63 vs. VSCIX (19.59). VSCIX return over 5 years is better than : 53.99 vs. STMSX (36.44).
| STMSX | VSCIX | STMSX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 20.350 | 18.051 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 167B | 0% |
| Annual Yield % from dividends | 0.38 | 1.43 | 26% |
| Returns for 1 year | 22.63 | 19.59 | 116% |
| Returns for 3 years | 14.40 | 15.81 | 91% |
| Returns for 5 years | 36.44 | 53.99 | 67% |
| Returns for 10 years | 63.50 | 125.06 | 51% |
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