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TMLCX vs VTSMX
TMLCX vs VTSMX Comparison
Open Charts TMLCX vs VTSMX
SEI Tax-Managed Large Cap F (SIMT)
Price$32.59
Change-$0.55 (-1.66%)
VolumeN/A
Net Assets3.69B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
TMLCX vs VTSMX Comparison Chart
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TMLCX vs. VTSMX commentary
Apr 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 TMLCX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. TMLCX (3.69B). VTSMX pays higher dividends than TMLCX: VTSMX (1.25) vs TMLCX (0.80). TMLCX was incepted earlier than VTSMX: TMLCX (27 years) vs VTSMX (33 years). TMLCX (0.90) is less costly to investors than VTSMX (0.14). TMLCX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than TMLCX: VTSMX (3000) vs TMLCX (100000). VTSMX annual gain was more profitable for investors over the last year : 5.93 vs. TMLCX (-4.16). VTSMX return over 5 years is better than : 84.81 vs. TMLCX (45.79).
| TMLCX | VTSMX | TMLCX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -6.148 | -8.945 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 1.7T | 0% |
| Annual Yield % from dividends | 0.80 | 1.25 | 64% |
| Returns for 1 year | -4.16 | 5.93 | -70% |
| Returns for 3 years | -0.85 | 19.82 | -4% |
| Returns for 5 years | 45.79 | 84.81 | 54% |
| Returns for 10 years | 71.99 | 153.17 | 47% |
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