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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$22.47
Change+$0.28 (+1.26%)
VolumeN/A
Net Assets649.6M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
STMSX vs VSCPX Comparison Chart
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STMSX vs. VSCPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. STMSX (650M). VSCPX pays higher dividends than STMSX: VSCPX (1.50) vs STMSX (0.33). STMSX was incepted earlier than VSCPX: STMSX (25 years) vs VSCPX (14 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 : 5.16 vs. STMSX (-13.64). VSCPX return over 5 years is better than : 52.42 vs. STMSX (14.58).
| 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 | 14 years | - |
| Gain YTD | -3.296 | -4.054 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.50 | 22% |
| Returns for 1 year | -13.64 | 5.16 | -264% |
| Returns for 3 years | -7.40 | 16.73 | -44% |
| Returns for 5 years | 14.58 | 52.42 | 28% |
| Returns for 10 years | 17.72 | 96.69 | 18% |
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