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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$24.59
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets702.16M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
STMSX vs VSCPX Comparison Chart in %
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STMSX vs. VSCPX commentary
Sep 08, 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 Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. STMSX (702M). VSCPX pays higher dividends than STMSX: VSCPX (1.33) vs STMSX (0.42). 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 : 13.65 vs. STMSX (-7.18). VSCPX return over 5 years is better than : 66.83 vs. STMSX (25.74).
| 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 | 7.361 | 6.536 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.33 | 32% |
| Returns for 1 year | -7.18 | 13.65 | -53% |
| Returns for 3 years | 12.58 | 39.36 | 32% |
| Returns for 5 years | 25.74 | 66.83 | 39% |
| Returns for 10 years | 38.70 | 133.00 | 29% |
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