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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$23.66
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets737M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
STMSX vs VSCPX Comparison Chart
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STMSX vs. VSCPX commentary
Jan 19, 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: 155B vs. STMSX (737M). 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). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. STMSX (-0.18). VSCPX return over 5 years is better than : 49.02 vs. STMSX (7.24).
| 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 | 2.959 | 3.376 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 155B | 0% |
| Annual Yield % from dividends | 0.38 | 1.44 | 26% |
| Returns for 1 year | -0.18 | 21.27 | -1% |
| Returns for 3 years | -7.81 | 17.26 | -45% |
| Returns for 5 years | 7.24 | 49.02 | 15% |
| Returns for 10 years | 35.12 | 127.24 | 28% |
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