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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$22.92
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.91M
Vanguard Small Cap Index Admiral Shares
Price$115.19
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
STMSX vs VSMAX Comparison Chart in %
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STMSX vs. VSMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. STMSX (662M). 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 : 12.37 vs. STMSX (-9.67). VSMAX return over 5 years is better than : 54.82 vs. STMSX (15.21).
| 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 | 0.201 | 0.360 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 662M | 154B | 0% |
| Annual Yield % from dividends | 0.44 | 1.37 | 32% |
| Returns for 1 year | -9.67 | 12.37 | -78% |
| Returns for 3 years | -1.67 | 22.81 | -7% |
| Returns for 5 years | 15.21 | 54.82 | 28% |
| Returns for 10 years | 22.61 | 108.10 | 21% |