STMSX
Price
$24.99
Change
+$0.08 (+0.32%)
Updated
Jan 14 closing price
Net Assets
713.4M
VSMAX
Price
$130.86
Change
+$0.30 (+0.23%)
Updated
Jan 14 closing price
Net Assets
162.31B
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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$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets713.4M
Vanguard Small Cap Index Admiral Shares
Price$130.86
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
STMSX vs VSMAX Comparison Chart in %
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VS
STMSX vs. VSMAX 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. STMSX (713M). VSMAX pays higher dividends than STMSX: VSMAX (1.33) vs STMSX (0.50). 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 : 13.01 vs. STMSX (9.93). VSMAX return over 5 years is better than : 35.05 vs. STMSX (-0.65).
STMSXVSMAXSTMSX / VSMAX
Total Expense Ratio1.070.052,140%
Annual Report Gross Expense Ratio1.230.052,460%
Fund Existence25 years25 years-
Gain YTD4.1395.89170%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets713M162B0%
Annual Yield % from dividends0.501.3338%
Returns for 1 year9.9313.0176%
Returns for 3 years7.1540.8118%
Returns for 5 years-0.6535.05-2%
Returns for 10 years59.11185.9632%
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