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STMSX vs VSMAX
STMSX vs VSMAX Comparison
Open Charts STMSX vs VSMAX
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 Admiral Shares
Price$121.48
Change+$0.29 (+0.24%)
VolumeN/A
Net Assets154.18B
STMSX vs VSMAX Comparison Chart in %
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STMSX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. STMSX (694M). VSMAX pays higher dividends than STMSX: VSMAX (1.37) vs STMSX (0.44). STMSX was incepted earlier than VSMAX: STMSX (25 years) vs VSMAX (25 years). STMSX (1.23) is less costly to investors than VSMAX (0.05). STMSX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than STMSX: VSMAX (3000) vs STMSX (100000). VSMAX annual gain was more profitable for investors over the last year : 10.01 vs. STMSX (-10.04). VSMAX return over 5 years is better than : 60.81 vs. STMSX (22.56).
| STMSX | VSMAX | STMSX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.750 | 5.414 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 154B | 0% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | -10.04 | 10.01 | -100% |
| Returns for 3 years | 6.93 | 32.27 | 21% |
| Returns for 5 years | 22.56 | 60.81 | 37% |
| Returns for 10 years | 37.91 | 130.93 | 29% |
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