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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.59
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets702.16M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Sep 08, 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 NAESX is a Hold and STMSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. STMSX (702M). NAESX pays higher dividends than STMSX: NAESX (1.20) vs STMSX (0.42). NAESX was incepted earlier than STMSX: NAESX (65 years) vs STMSX (25 years). STMSX (1.23) is less costly to investors than NAESX (0.17). STMSX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than STMSX: NAESX (3000) vs STMSX (100000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. STMSX (-7.18). NAESX return over 5 years is better than : 66.60 vs. STMSX (25.74).
| NAESX | STMSX | NAESX / STMSX | |
| Total Expense Ratio | 0.17 | 1.11 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.23 | 14% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 6.494 | 7.361 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 702M | 22,934% |
| Annual Yield % from dividends | 1.20 | 0.42 | 284% |
| Returns for 1 year | 13.62 | -7.18 | -190% |
| Returns for 3 years | 39.23 | 12.58 | 312% |
| Returns for 5 years | 66.60 | 25.74 | 259% |
| Returns for 10 years | 132.36 | 38.70 | 342% |
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