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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$20.56
Change+$1.59 (+8.38%)
VolumeN/A
Net Assets574.55M
Vanguard Small Cap Index InstlPlus
Price$293.10
Change+$25.09 (+9.36%)
VolumeN/A
Net Assets143.36B
STMSX vs VSCPX Comparison Chart
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STMSX vs. VSCPX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. STMSX (575M). VSCPX pays higher dividends than STMSX: VSCPX (1.54) vs STMSX (0.35). STMSX was incepted earlier than VSCPX: STMSX (24 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 (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 : -13.67 vs. STMSX (-27.02). VSCPX return over 5 years is better than : 56.57 vs. STMSX (16.12).
| 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 | 24 years | 14 years | - |
| Gain YTD | -17.329 | -19.287 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 143B | 0% |
| Annual Yield % from dividends | 0.35 | 1.54 | 23% |
| Returns for 1 year | -27.02 | -13.67 | 198% |
| Returns for 3 years | -21.42 | -5.10 | 420% |
| Returns for 5 years | 16.12 | 56.57 | 28% |
| Returns for 10 years | 0.17 | 63.65 | 0% |