Ad is loading...
SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$10.24
Change-$0.24 (-2.29%)
VolumeN/A
Net Assets194.78M
Vanguard Small Cap Index I
Price$106.29
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets153.45B
SSMOX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SSMOX vs. VSCIX commentary
Mar 12, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SSMOX (195M). VSCIX pays higher dividends than SSMOX: VSCIX (1.33) vs SSMOX (1.20). 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 (12.00). 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 : 2.82 vs. SSMOX (-5.24). VSCIX return over 5 years is better than : 81.66 vs. SSMOX (15.30).
| 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 | -5.330 | -4.933 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 153B | 0% |
| Annual Yield % from dividends | 1.20 | 1.33 | 90% |
| Returns for 1 year | -5.24 | 2.82 | -186% |
| Returns for 3 years | -20.96 | 14.37 | -146% |
| Returns for 5 years | 15.30 | 81.66 | 19% |
| Returns for 10 years | N/A | 98.17 | - |