NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
STMSX
Price
$23.52
Change
+$0.19 (+0.81%)
Updated
Jul 3 closing price
Net Assets
682.87M
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NAESX vs STMSX

Header iconNAESX vs STMSX Comparison
Open Charts NAESX vs STMSXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.52
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets682.87M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Jul 07, 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 StrongBuy and STMSX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. STMSX (683M). NAESX pays higher dividends than STMSX: NAESX (1.28) vs STMSX (0.32). 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 : 12.22 vs. STMSX (-8.67). NAESX return over 5 years is better than : 69.32 vs. STMSX (29.19).
NAESXSTMSXNAESX / STMSX
Total Expense Ratio0.171.1115%
Annual Report Gross Expense Ratio0.171.2314%
Fund Existence65 years25 years-
Gain YTD1.4322.50057%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets148B683M21,669%
Annual Yield % from dividends1.280.32395%
Returns for 1 year12.22-8.67-141%
Returns for 3 years37.839.12415%
Returns for 5 years69.3229.19237%
Returns for 10 years108.8325.29430%
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