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STMPX vs VSMAX
STMPX vs VSMAX Comparison
Open Charts STMPX vs VSMAX
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$23.58
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets682.87M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
STMPX vs VSMAX Comparison Chart in %
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STMPX vs. VSMAX commentary
Jul 06, 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 STMPX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. STMPX (683M). VSMAX pays higher dividends than STMPX: VSMAX (1.40) vs STMPX (0.52). STMPX was incepted earlier than VSMAX: STMPX (11 years) vs VSMAX (25 years). STMPX (0.98) is less costly to investors than VSMAX (0.05). STMPX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than STMPX: VSMAX (3000) vs STMPX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. STMPX (-8.41). VSMAX return over 5 years is better than : 69.54 vs. STMPX (30.71).
| STMPX | VSMAX | STMPX / VSMAX | |
| Total Expense Ratio | 0.98 | 0.05 | 1,960% |
| Annual Report Gross Expense Ratio | 0.98 | 0.05 | 1,960% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.598 | 1.447 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 148B | 0% |
| Annual Yield % from dividends | 0.52 | 1.40 | 38% |
| Returns for 1 year | -8.41 | 12.25 | -69% |
| Returns for 3 years | 9.88 | 37.95 | 26% |
| Returns for 5 years | 30.71 | 69.54 | 44% |
| Returns for 10 years | 27.73 | 109.34 | 25% |
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