Interact to see
Advertisement
Advertisement
STMSX vs VSCPX
STMSX vs VSCPX Comparison
Open Charts STMSX vs VSCPX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.93
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets660.98M
Vanguard Small Cap Index InstlPlus
Price$332.87
Change+$2.17 (+0.66%)
VolumeN/A
Net Assets153.28B
STMSX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
STMSX vs. VSCPX commentary
Jul 18, 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: 153B vs. STMSX (661M). VSCPX pays higher dividends than STMSX: VSCPX (1.42) vs STMSX (0.32). 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 : 2.43 vs. STMSX (-17.47). VSCPX return over 5 years is better than : 62.19 vs. STMSX (21.28).
| 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 | -0.498 | -0.332 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 153B | 0% |
| Annual Yield % from dividends | 0.32 | 1.42 | 23% |
| Returns for 1 year | -17.47 | 2.43 | -719% |
| Returns for 3 years | 6.16 | 34.96 | 18% |
| Returns for 5 years | 21.28 | 62.19 | 34% |
| Returns for 10 years | 20.32 | 103.57 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement