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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$23.66
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets737M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
STMSX vs VSMAX Comparison Chart
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VS
VS
STMSX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. STMSX (737M). VSMAX pays higher dividends than STMSX: VSMAX (1.42) vs STMSX (0.38). STMSX was incepted earlier than VSMAX: STMSX (24 years) vs VSMAX (24 years). STMSX is a more actively managed with annual turnover of: 62.00 vs. VSMAX (12.00). 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 : 21.26 vs. STMSX (-0.18). VSMAX return over 5 years is better than : 48.99 vs. STMSX (7.24).
| STMSX | VSMAX | STMSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.959 | 3.369 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737M | 155B | 0% |
| Annual Yield % from dividends | 0.38 | 1.42 | 27% |
| Returns for 1 year | -0.18 | 21.26 | -1% |
| Returns for 3 years | -7.81 | 17.25 | -45% |
| Returns for 5 years | 7.24 | 48.99 | 15% |
| Returns for 10 years | 35.12 | 127.10 | 28% |
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