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NAESX vs STMSX
NAESX vs STMSX Comparison
Open Charts NAESX vs STMSX
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.
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).
| 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 | 1.432 | 2.500 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 683M | 21,669% |
| Annual Yield % from dividends | 1.28 | 0.32 | 395% |
| Returns for 1 year | 12.22 | -8.67 | -141% |
| Returns for 3 years | 37.83 | 9.12 | 415% |
| Returns for 5 years | 69.32 | 29.19 | 237% |
| Returns for 10 years | 108.83 | 25.29 | 430% |