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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$25.15
Change+$0.71 (+2.91%)
VolumeN/A
Net Assets721.87M
NAESX vs STMSX Comparison Chart in %
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NAESX vs. STMSX commentary
Feb 05, 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 NAESX is a Hold and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. STMSX (722M). NAESX pays higher dividends than STMSX: NAESX (1.16) vs STMSX (0.48). 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: 36.00 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 : 10.68 vs. STMSX (8.05). NAESX return over 5 years is better than : 31.77 vs. STMSX (-1.65).
| NAESX | STMSX | NAESX / STMSX | |
| Total Expense Ratio | 0.17 | 1.07 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.23 | 14% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 5.519 | 5.142 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 722M | 22,438% |
| Annual Yield % from dividends | 1.16 | 0.48 | 241% |
| Returns for 1 year | 10.68 | 8.05 | 133% |
| Returns for 3 years | 33.00 | 3.57 | 924% |
| Returns for 5 years | 31.77 | -1.65 | -1,922% |
| Returns for 10 years | 185.98 | 63.59 | 292% |
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