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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$22.63
Change-$0.66 (-2.83%)
VolumeN/A
Net Assets698.89M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
STMSX vs VSMAX Comparison Chart
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VS
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STMSX vs. VSMAX commentary
Feb 23, 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: 161B vs. STMSX (699M). 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 : 11.25 vs. STMSX (-9.04). VSMAX return over 5 years is better than : 44.48 vs. STMSX (3.77).
| 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 | -1.523 | -0.304 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 161B | 0% |
| Annual Yield % from dividends | 0.38 | 1.42 | 27% |
| Returns for 1 year | -9.04 | 11.25 | -80% |
| Returns for 3 years | -7.70 | 18.86 | -41% |
| Returns for 5 years | 3.77 | 44.48 | 8% |
| Returns for 10 years | 21.98 | 105.78 | 21% |
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