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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$20.56
Change+$1.59 (+8.38%)
VolumeN/A
Net Assets574.55M
Vanguard Small Cap Index Admiral Shares
Price$101.55
Change+$8.69 (+9.36%)
VolumeN/A
Net Assets143.36B
STMSX vs VSMAX Comparison Chart
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STMSX vs. VSMAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. STMSX (575M). VSMAX pays higher dividends than STMSX: VSMAX (1.52) vs STMSX (0.35). STMSX was incepted earlier than VSMAX: STMSX (24 years) vs VSMAX (24 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 (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 : -13.67 vs. STMSX (-27.02). VSMAX return over 5 years is better than : 56.52 vs. STMSX (16.12).
| 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 | 24 years | 24 years | - |
| Gain YTD | -17.329 | -19.288 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 575M | 143B | 0% |
| Annual Yield % from dividends | 0.35 | 1.52 | 23% |
| Returns for 1 year | -27.02 | -13.67 | 198% |
| Returns for 3 years | -21.42 | -5.11 | 419% |
| Returns for 5 years | 16.12 | 56.52 | 29% |
| Returns for 10 years | 0.17 | 63.59 | 0% |
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