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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$22.92
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.91M
Vanguard Small Cap Index I
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
STMSX vs VSCIX Comparison Chart in %
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STMSX vs. VSCIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. STMSX (662M). VSCIX pays higher dividends than STMSX: VSCIX (1.38) vs STMSX (0.44). 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 : 12.38 vs. STMSX (-9.67). VSCIX return over 5 years is better than : 54.83 vs. STMSX (15.21).
| 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 | 0.201 | 0.370 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 154B | 0% |
| Annual Yield % from dividends | 0.44 | 1.38 | 32% |
| Returns for 1 year | -9.67 | 12.38 | -78% |
| Returns for 3 years | -1.67 | 22.83 | -7% |
| Returns for 5 years | 15.21 | 54.83 | 28% |
| Returns for 10 years | 22.61 | 108.15 | 21% |