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SSMMX vs VWALX
SSMMX vs VWALX Comparison
Open Charts SSMMX vs VWALX
SSMMX vs VWALX Comparison Chart in %
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SSMMX vs. VWALX commentary
Sep 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 SSMMX is a Hold and VWALX is a Hold.
FUNDAMENTALS
Fundamentals
VWALX has more cash in the bank: 17.5B vs. SSMMX (2.23B). VWALX pays higher dividends than SSMMX: VWALX (4.26) vs SSMMX (3.78). SSMMX was incepted earlier than VWALX: SSMMX (9 years) vs VWALX (25 years). SSMMX (0.51) is less costly to investors than VWALX (0.09). VWALX is a more actively managed with annual turnover of: 37.00 vs. SSMMX (6.00). VWALX has a lower initial minimum investment than SSMMX: VWALX (50000) vs SSMMX (1000000). SSMMX annual gain was more profitable for investors over the last year : 0.72 vs. VWALX (-2.84). SSMMX return over 5 years is better than : 1.26 vs. VWALX (-15.02).
| SSMMX | VWALX | SSMMX / VWALX | |
| Total Expense Ratio | 0.50 | 0.09 | 556% |
| Annual Report Gross Expense Ratio | 0.51 | 0.09 | 567% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -1.111 | -3.571 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 50000 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 17.5B | 13% |
| Annual Yield % from dividends | 3.78 | 4.26 | 89% |
| Returns for 1 year | 0.72 | -2.84 | -25% |
| Returns for 3 years | 10.05 | 0.73 | 1,386% |
| Returns for 5 years | 1.26 | -15.02 | -8% |
| Returns for 10 years | N/A | -11.06 | - |
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