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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$22.92
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.91M
Vanguard Small Cap Index InstlPlus
Price$332.47
Change-$0.55 (-0.17%)
VolumeN/A
Net Assets154.18B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. STMSX (662M). VSCPX pays higher dividends than STMSX: VSCPX (1.39) vs STMSX (0.44). STMSX was incepted earlier than VSCPX: STMSX (25 years) vs VSCPX (15 years). STMSX (1.23) is less costly to investors than VSCPX (0.03). STMSX is a more actively managed with annual turnover of: 57.00 vs. VSCPX (13.00). 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 : 12.37 vs. STMSX (-9.67). VSCPX return over 5 years is better than : 54.85 vs. STMSX (15.21).
| STMSX | VSCPX | STMSX / VSCPX | |
| Total Expense Ratio | 1.11 | 0.03 | 3,700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.03 | 4,100% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 0.201 | 0.367 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 154B | 0% |
| Annual Yield % from dividends | 0.44 | 1.39 | 32% |
| Returns for 1 year | -9.67 | 12.37 | -78% |
| Returns for 3 years | -1.67 | 22.84 | -7% |
| Returns for 5 years | 15.21 | 54.85 | 28% |
| Returns for 10 years | 22.61 | 108.18 | 21% |