STMSX
Price
$23.31
Change
+$0.16 (+0.69%)
Updated
Jul 25 closing price
Net Assets
674.03M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$23.31
Change+$0.16 (+0.69%)
VolumeN/A
Net Assets674.03M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
STMSX vs VSMAX Comparison Chart in %
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VS
STMSX vs. VSMAX 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 VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. STMSX (674M). 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 : 8.49 vs. STMSX (-14.04). VSMAX return over 5 years is better than : 66.87 vs. STMSX (23.53).
STMSXVSMAXSTMSX / VSMAX
Total Expense Ratio1.110.052,220%
Annual Report Gross Expense Ratio1.230.052,460%
Fund Existence25 years25 years-
Gain YTD1.7732.80463%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets674M153B0%
Annual Yield % from dividends0.321.4023%
Returns for 1 year-14.048.49-165%
Returns for 3 years4.4234.2713%
Returns for 5 years23.5366.8735%
Returns for 10 years26.10115.2123%
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