STMSX
Price
$23.52
Change
+$0.19 (+0.81%)
Updated
Jul 3 closing price
Net Assets
682.87M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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STMSX vs VSMAX

Header iconSTMSX vs VSMAX Comparison
Open Charts STMSX vs VSMAXBanner chart's image
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.52
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
STMSX vs VSMAX Comparison Chart in %
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VS
STMSX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. STMSX (683M). VSMAX pays higher dividends than STMSX: VSMAX (1.40) vs STMSX (0.32). STMSX was incepted earlier than VSMAX: STMSX (25 years) vs VSMAX (25 years). STMSX (1.23) is less costly to investors than VSMAX (0.05). STMSX is a more actively managed with annual turnover of: 57.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than STMSX: VSMAX (3000) vs STMSX (100000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. STMSX (-8.67). VSMAX return over 5 years is better than : 69.54 vs. STMSX (29.19).
STMSXVSMAXSTMSX / VSMAX
Total Expense Ratio1.110.052,220%
Annual Report Gross Expense Ratio1.230.052,460%
Fund Existence25 years25 years-
Gain YTD2.5001.447173%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets683M148B0%
Annual Yield % from dividends0.321.4023%
Returns for 1 year-8.6712.25-71%
Returns for 3 years9.1237.9524%
Returns for 5 years29.1969.5442%
Returns for 10 years25.29109.3423%
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