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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$22.47
Change+$0.28 (+1.26%)
VolumeN/A
Net Assets649.6M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
STMSX vs VSMAX Comparison Chart
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STMSX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. STMSX (650M). VSMAX pays higher dividends than STMSX: VSMAX (1.48) vs STMSX (0.33). 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 : 5.16 vs. STMSX (-13.64). VSMAX return over 5 years is better than : 52.39 vs. STMSX (14.58).
| 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 | -3.296 | -4.060 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 148B | 0% |
| Annual Yield % from dividends | 0.33 | 1.48 | 23% |
| Returns for 1 year | -13.64 | 5.16 | -264% |
| Returns for 3 years | -7.40 | 16.71 | -44% |
| Returns for 5 years | 14.58 | 52.39 | 28% |
| Returns for 10 years | 17.72 | 96.62 | 18% |
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