STMSX
Price
$24.99
Change
+$0.08 (+0.32%)
Updated
Jan 14 closing price
Net Assets
713.4M
VSCPX
Price
$377.69
Change
+$0.86 (+0.23%)
Updated
Jan 14 closing price
Net Assets
162.31B
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STMSX vs VSCPX

Header iconSTMSX vs VSCPX Comparison
Open Charts STMSX vs VSCPXBanner chart's image
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets713.4M
Vanguard Small Cap Index InstlPlus
Price$377.69
Change+$0.86 (+0.23%)
VolumeN/A
Net Assets162.31B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX commentary
Jan 15, 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 STMSX is a Hold and VSCPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. STMSX (713M). VSCPX pays higher dividends than STMSX: VSCPX (1.35) vs STMSX (0.50). 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 : 13.01 vs. STMSX (9.93). VSCPX return over 5 years is better than : 35.08 vs. STMSX (-0.65).
STMSXVSCPXSTMSX / VSCPX
Total Expense Ratio1.070.033,567%
Annual Report Gross Expense Ratio1.230.034,100%
Fund Existence25 years15 years-
Gain YTD4.1395.88770%
Front LoadN/AN/A-
Min. Initial Investment1000001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets713M162B0%
Annual Yield % from dividends0.501.3537%
Returns for 1 year9.9313.0176%
Returns for 3 years7.1540.8318%
Returns for 5 years-0.6535.08-2%
Returns for 10 years59.11186.1132%
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