STMSX
Price
$27.91
Change
+$0.26 (+0.94%)
Updated
Aug 21 closing price
Net Assets
754.04M
VSMAX
Price
$146.06
Change
+$1.04 (+0.72%)
Updated
Aug 21 closing price
Net Assets
183.38B
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STMSX vs VSMAX

STMSX vs VSMAX Comparison Chart in %
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VS
STMSX vs. VSMAX commentary
Aug 23, 2026

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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. STMSX (754M). VSMAX pays higher dividends than STMSX: VSMAX (1.21) vs STMSX (0.21). STMSX was incepted earlier than VSMAX: STMSX (26 years) vs VSMAX (26 years). STMSX (1.24) is less costly to investors than VSMAX (0.05). STMSX is a more actively managed with annual turnover of: 36.00 vs. VSMAX (17.00). 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 : 24.79 vs. STMSX (18.60). VSMAX return over 5 years is better than : 42.24 vs. STMSX (2.43).
STMSXVSMAXSTMSX / VSMAX
Total Expense Ratio1.100.052,200%
Annual Report Gross Expense Ratio1.240.052,480%
Fund Existence26 years26 years-
Gain YTD16.72518.38291%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets754M183B0%
Annual Yield % from dividends0.211.2117%
Returns for 1 year18.6024.7975%
Returns for 3 years22.0158.3038%
Returns for 5 years2.4342.246%
Returns for 10 years50.38157.1332%
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