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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$22.47
Change+$0.28 (+1.26%)
VolumeN/A
Net Assets649.6M
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
STMSX vs VSCIX Comparison Chart
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STMSX vs. VSCIX commentary
Jun 07, 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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. STMSX (650M). VSCIX pays higher dividends than STMSX: VSCIX (1.49) vs STMSX (0.33). STMSX was incepted earlier than VSCIX: STMSX (25 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 (13.00). 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 : 5.16 vs. STMSX (-13.64). VSCIX return over 5 years is better than : 52.41 vs. STMSX (14.58).
| 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 | 25 years | 28 years | - |
| Gain YTD | -3.296 | -4.051 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.49 | 22% |
| Returns for 1 year | -13.64 | 5.16 | -264% |
| Returns for 3 years | -7.40 | 16.72 | -44% |
| Returns for 5 years | 14.58 | 52.41 | 28% |
| Returns for 10 years | 17.72 | 96.66 | 18% |
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