Interact to see
Advertisement
Advertisement
NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.31
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets674.03M
NAESX vs STMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. STMSX commentary
Jul 28, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. STMSX (674M). 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 : 8.46 vs. STMSX (-14.04). NAESX return over 5 years is better than : 66.66 vs. STMSX (23.53).
| 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 | 2.781 | 1.773 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 674M | 22,700% |
| Annual Yield % from dividends | 1.28 | 0.32 | 395% |
| Returns for 1 year | 8.46 | -14.04 | -60% |
| Returns for 3 years | 34.15 | 4.42 | 773% |
| Returns for 5 years | 66.66 | 23.53 | 283% |
| Returns for 10 years | 114.71 | 26.10 | 440% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement