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STMSX vs VSCPX
STMSX vs VSCPX Comparison
Open Charts STMSX vs VSCPX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.31
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets674.03M
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX 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 STMSX is a Hold and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. STMSX (674M). VSCPX pays higher dividends than STMSX: VSCPX (1.42) vs STMSX (0.32). STMSX was incepted earlier than VSCPX: STMSX (25 years) vs VSCPX (15 years). STMSX (1.23) is less costly to investors than VSCPX (0.03). STMSX is a more actively managed with annual turnover of: 57.00 vs. VSCPX (13.00). STMSX has a lower initial minimum investment than VSCPX: STMSX (100000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.49 vs. STMSX (-14.04). VSCPX return over 5 years is better than : 66.90 vs. STMSX (23.53).
| STMSX | VSCPX | STMSX / VSCPX | |
| Total Expense Ratio | 1.11 | 0.03 | 3,700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.03 | 4,100% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 1.773 | 2.808 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 674M | 153B | 0% |
| Annual Yield % from dividends | 0.32 | 1.42 | 23% |
| Returns for 1 year | -14.04 | 8.49 | -165% |
| Returns for 3 years | 4.42 | 34.28 | 13% |
| Returns for 5 years | 23.53 | 66.90 | 35% |
| Returns for 10 years | 26.10 | 115.31 | 23% |
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