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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$24.59
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets702.16M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
STMSX vs VSMAX Comparison Chart in %
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STMSX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. STMSX (702M). VSMAX pays higher dividends than STMSX: VSMAX (1.31) vs STMSX (0.42). 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 : 13.64 vs. STMSX (-7.18). VSMAX return over 5 years is better than : 66.80 vs. STMSX (25.74).
| STMSX | VSMAX | STMSX / VSMAX | |
| Total Expense Ratio | 1.11 | 0.05 | 2,220% |
| Annual Report Gross Expense Ratio | 1.23 | 0.05 | 2,460% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.361 | 6.527 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 702M | 161B | 0% |
| Annual Yield % from dividends | 0.42 | 1.31 | 32% |
| Returns for 1 year | -7.18 | 13.64 | -53% |
| Returns for 3 years | 12.58 | 39.35 | 32% |
| Returns for 5 years | 25.74 | 66.80 | 39% |
| Returns for 10 years | 38.70 | 132.90 | 29% |
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