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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$27.60
Change-$0.27 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
STMSX vs VSMAX Comparison Chart
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STMSX vs. VSMAX commentary
Sep 21, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. STMSX (890M). 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 (25.54) and STMSX (24.35) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. STMSX (33.30).
| 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 | 14.139 | 10.898 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 890M | 149B | 1% |
| Annual Yield % from dividends | 0.38 | 1.42 | 27% |
| Returns for 1 year | 24.35 | 25.54 | 95% |
| Returns for 3 years | 1.84 | 8.91 | 21% |
| Returns for 5 years | 33.30 | 53.45 | 62% |
| Returns for 10 years | 60.28 | 121.55 | 50% |
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