STMSX
Price
$27.50
Change
-$0.04 (-0.15%)
Updated
Jul 31 closing price
Net Assets
746.62M
VSMAX
Price
$141.38
Change
-$0.34 (-0.24%)
Updated
Jul 31 closing price
Net Assets
188.57B
Interact to see
Advertisement

STMSX vs VSMAX

STMSX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
STMSX vs. VSMAX commentary
Aug 03, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. STMSX (747M). 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 : 22.58 vs. STMSX (20.43). VSMAX return over 5 years is better than : 35.11 vs. STMSX (-0.65).
STMSXVSMAXSTMSX / VSMAX
Total Expense Ratio1.100.052,200%
Annual Report Gross Expense Ratio1.240.052,480%
Fund Existence26 years26 years-
Gain YTD15.01014.588103%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets747M189B0%
Annual Yield % from dividends0.211.2117%
Returns for 1 year20.4322.5890%
Returns for 3 years13.9143.4232%
Returns for 5 years-0.6535.11-2%
Returns for 10 years51.82155.9633%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GLPSX45.100.34
+0.76%
Goldman Sachs MLP Energy Infras R6
SVBIX32.170.23
+0.72%
JHancock Balanced I
TVOIX50.240.22
+0.44%
Touchstone Small Cap Value Institutional
JEQIX40.590.16
+0.40%
Johnson Equity Income
RYPIX70.33-0.31
-0.44%
Rydex Transportation Inv