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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$24.32
Change-$0.18 (-0.73%)
VolumeN/A
Net Assets696.49M
Vanguard Small Cap Index InstlPlus
Price$349.15
Change-$3.49 (-0.99%)
VolumeN/A
Net Assets161.26B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX commentary
Sep 26, 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 (696M). VSCPX pays higher dividends than STMSX: VSCPX (1.33) vs STMSX (0.42). 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 : 8.91 vs. STMSX (-9.99). VSCPX return over 5 years is better than : 71.82 vs. STMSX (31.00).
| 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 | 6.968 | 6.280 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.33 | 32% |
| Returns for 1 year | -9.99 | 8.91 | -112% |
| Returns for 3 years | 20.78 | 51.32 | 40% |
| Returns for 5 years | 31.00 | 71.82 | 43% |
| Returns for 10 years | 45.52 | 148.09 | 31% |
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