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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$22.93
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets660.98M
Vanguard Small Cap Index Admiral Shares
Price$115.33
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
STMSX vs VSMAX Comparison Chart in %
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STMSX vs. VSMAX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. STMSX (661M). VSMAX pays higher dividends than STMSX: VSMAX (1.40) vs STMSX (0.32). 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 : 2.43 vs. STMSX (-17.47). VSMAX return over 5 years is better than : 62.15 vs. STMSX (21.28).
| 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 | -0.498 | -0.336 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 661M | 153B | 0% |
| Annual Yield % from dividends | 0.32 | 1.40 | 23% |
| Returns for 1 year | -17.47 | 2.43 | -719% |
| Returns for 3 years | 6.16 | 34.95 | 18% |
| Returns for 5 years | 21.28 | 62.15 | 34% |
| Returns for 10 years | 20.32 | 103.48 | 20% |
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