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SEEHX vs VTSMX
SEEHX vs VTSMX Comparison
Open Charts SEEHX vs VTSMX
Steward Values Enhanced Lg Cap R6
Price$27.59
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets270.28M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SEEHX vs VTSMX Comparison Chart
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SEEHX vs. VTSMX commentary
Jun 16, 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 SEEHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SEEHX (270M). VTSMX pays higher dividends than SEEHX: VTSMX (1.18) vs SEEHX (1.01). SEEHX was incepted earlier than VTSMX: SEEHX (8 years) vs VTSMX (33 years). SEEHX (0.51) is less costly to investors than VTSMX (0.14). SEEHX is a more actively managed with annual turnover of: 7.00 vs. VTSMX (2.00). SEEHX has a lower initial minimum investment than VTSMX: SEEHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SEEHX (1.54). VTSMX return over 5 years is better than : 91.36 vs. SEEHX (-23.75).
| SEEHX | VTSMX | SEEHX / VTSMX | |
| Total Expense Ratio | 0.51 | 0.14 | 364% |
| Annual Report Gross Expense Ratio | 0.51 | 0.14 | 364% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 2.565 | 1.349 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 1.82T | 0% |
| Annual Yield % from dividends | 1.01 | 1.18 | 85% |
| Returns for 1 year | 1.54 | 10.06 | 15% |
| Returns for 3 years | -10.42 | 57.59 | -18% |
| Returns for 5 years | -23.75 | 91.36 | -26% |
| Returns for 10 years | N/A | 178.92 | - |
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