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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$24.03
Change-$5.33 (-18.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$347.35
Change-$3.96 (-1.13%)
VolumeN/A
CapitalizationN/A
STMSX vs VSCPX Comparison Chart
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STMSX vs. VSCPX commentary
Dec 19, 2024
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: 167B vs. STMSX (795M). 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). STMSX annual gain was more profitable for investors over the last year : 22.63 vs. VSCPX (19.60). VSCPX return over 5 years is better than : 54.01 vs. STMSX (36.44).
| 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 | 20.350 | 18.058 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 167B | 0% |
| Annual Yield % from dividends | 0.38 | 1.44 | 26% |
| Returns for 1 year | 22.63 | 19.60 | 115% |
| Returns for 3 years | 14.40 | 15.81 | 91% |
| Returns for 5 years | 36.44 | 54.01 | 67% |
| Returns for 10 years | 63.50 | 125.14 | 51% |