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STMSX vs VSCPX
STMSX vs VSCPX Comparison
Open Charts STMSX vs VSCPX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.63
Change-$0.66 (-2.83%)
VolumeN/A
Net Assets698.89M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
STMSX vs VSCPX Comparison Chart
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STMSX vs. VSCPX commentary
Feb 23, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. STMSX (699M). VSCPX pays higher dividends than STMSX: VSCPX (1.44) vs STMSX (0.38). STMSX was incepted earlier than VSCPX: STMSX (24 years) vs VSCPX (14 years). STMSX is a more actively managed with annual turnover of: 62.00 vs. VSCPX (12.00). STMSX has a lower initial minimum investment than VSCPX: STMSX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 11.26 vs. STMSX (-9.04). VSCPX return over 5 years is better than : 44.50 vs. STMSX (3.77).
| STMSX | VSCPX | STMSX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -1.523 | -0.301 | 506% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 161B | 0% |
| Annual Yield % from dividends | 0.38 | 1.44 | 26% |
| Returns for 1 year | -9.04 | 11.26 | -80% |
| Returns for 3 years | -7.70 | 18.87 | -41% |
| Returns for 5 years | 3.77 | 44.50 | 8% |
| Returns for 10 years | 21.98 | 105.88 | 21% |
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