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SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$10.66
Change+$0.12 (+1.14%)
VolumeN/A
Net Assets179.98M
Vanguard Small Cap Index I
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SSMOX vs VSCIX Comparison Chart
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SSMOX vs. VSCIX commentary
Jun 07, 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 SSMOX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SSMOX (180M). VSCIX pays higher dividends than SSMOX: VSCIX (1.49) vs SSMOX (1.24). SSMOX was incepted earlier than VSCIX: SSMOX (7 years) vs VSCIX (28 years). SSMOX (0.53) is less costly to investors than VSCIX (0.04). SSMOX is a more actively managed with annual turnover of: 18.00 vs. VSCIX (13.00). SSMOX has a lower initial minimum investment than VSCIX: SSMOX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.16 vs. SSMOX (-4.62). VSCIX return over 5 years is better than : 52.41 vs. SSMOX (-5.03).
| SSMOX | VSCIX | SSMOX / VSCIX | |
| Total Expense Ratio | 0.53 | 0.04 | 1,325% |
| Annual Report Gross Expense Ratio | 0.53 | 0.04 | 1,325% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | -4.788 | -4.051 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 148B | 0% |
| Annual Yield % from dividends | 1.24 | 1.49 | 83% |
| Returns for 1 year | -4.62 | 5.16 | -89% |
| Returns for 3 years | -20.16 | 16.72 | -121% |
| Returns for 5 years | -5.03 | 52.41 | -10% |
| Returns for 10 years | N/A | 96.66 | - |
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