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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$24.44
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets693.77M
Vanguard Small Cap Index InstlPlus
Price$350.64
Change+$0.85 (+0.24%)
VolumeN/A
Net Assets154.18B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 154B vs. STMSX (694M). 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 : 10.02 vs. STMSX (-10.04). VSCPX return over 5 years is better than : 60.84 vs. STMSX (22.56).
| 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 | 6.750 | 5.421 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 154B | 0% |
| Annual Yield % from dividends | 0.44 | 1.39 | 32% |
| Returns for 1 year | -10.04 | 10.02 | -100% |
| Returns for 3 years | 6.93 | 32.29 | 21% |
| Returns for 5 years | 22.56 | 60.84 | 37% |
| Returns for 10 years | 37.91 | 131.04 | 29% |
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