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STMSX vs VSMAX
STMSX vs VSMAX Comparison
Open Charts STMSX vs VSMAX
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$25.15
Change+$0.71 (+2.91%)
VolumeN/A
Net Assets721.87M
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
STMSX vs VSMAX Comparison Chart in %
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STMSX vs. VSMAX commentary
Feb 04, 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.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. STMSX (722M). VSMAX pays higher dividends than STMSX: VSMAX (1.27) vs STMSX (0.48). 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: 36.00 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 : 10.71 vs. STMSX (8.05). VSMAX return over 5 years is better than : 31.93 vs. STMSX (-1.65).
| STMSX | VSMAX | STMSX / VSMAX | |
| Total Expense Ratio | 1.07 | 0.05 | 2,140% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 5.142 | 5.535 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 162B | 0% |
| Annual Yield % from dividends | 0.48 | 1.27 | 38% |
| Returns for 1 year | 8.05 | 10.71 | 75% |
| Returns for 3 years | 3.57 | 33.11 | 11% |
| Returns for 5 years | -1.65 | 31.93 | -5% |
| Returns for 10 years | 63.59 | 186.87 | 34% |
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