Ad is loading...
STMSX vs VSMAX
STMSX vs VSMAX Comparison
Open Charts STMSX vs VSMAX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.03
Change-$5.33 (-18.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
STMSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
STMSX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. STMSX (795M). 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). STMSX annual gain was more profitable for investors over the last year : 22.63 vs. VSMAX (19.58). VSMAX return over 5 years is better than : 53.97 vs. STMSX (36.44).
| 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 | 20.350 | 18.049 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 795M | 167B | 0% |
| Annual Yield % from dividends | 0.38 | 1.42 | 27% |
| Returns for 1 year | 22.63 | 19.58 | 116% |
| Returns for 3 years | 14.40 | 15.80 | 91% |
| Returns for 5 years | 36.44 | 53.97 | 68% |
| Returns for 10 years | 63.50 | 125.00 | 51% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGSOX | 16.22 | -0.07 | -0.43% |
| Grandeur Peak Global Stalwarts Investor | |||
| MLPAX | 8.50 | -0.04 | -0.47% |
| Invesco SteelPath MLP Alpha A | |||
| RWMHX | 65.65 | -0.51 | -0.77% |
| American Funds Washington Mutual R5E | |||
| FLKSX | 14.87 | -0.15 | -1.00% |
| Fidelity Low-Priced Stock K6 | |||
| INDAX | 17.05 | -0.22 | -1.27% |
| ALPS/Kotak India ESG Inv | |||