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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$22.93
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets660.98M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
STMSX vs VSCIX Comparison Chart in %
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STMSX vs. VSCIX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. STMSX (661M). VSCIX pays higher dividends than STMSX: VSCIX (1.41) vs STMSX (0.32). 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 : 2.42 vs. STMSX (-17.47). VSCIX return over 5 years is better than : 62.16 vs. STMSX (21.28).
| 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 | -0.498 | -0.335 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 153B | 0% |
| Annual Yield % from dividends | 0.32 | 1.41 | 23% |
| Returns for 1 year | -17.47 | 2.42 | -721% |
| Returns for 3 years | 6.16 | 34.95 | 18% |
| Returns for 5 years | 21.28 | 62.16 | 34% |
| Returns for 10 years | 20.32 | 103.51 | 20% |
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