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SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$11.88
Change-$0.48 (-3.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SSMOX vs VSCIX Comparison Chart
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SSMOX vs. VSCIX commentary
Dec 19, 2024
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: 167B vs. SSMOX (214M). VSCIX pays higher dividends than SSMOX: VSCIX (1.43) vs SSMOX (1.15). SSMOX was incepted earlier than VSCIX: SSMOX (7 years) vs VSCIX (27 years). SSMOX is a more actively managed with annual turnover of: 20.00 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 : 13.00 vs. SSMOX (10.75). VSCIX return over 5 years is better than : 47.03 vs. SSMOX (-2.17).
| SSMOX | VSCIX | SSMOX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 14.977 | 13.254 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 167B | 0% |
| Annual Yield % from dividends | 1.15 | 1.43 | 80% |
| Returns for 1 year | 10.75 | 13.00 | 83% |
| Returns for 3 years | -12.70 | 11.10 | -114% |
| Returns for 5 years | -2.17 | 47.03 | -5% |
| Returns for 10 years | N/A | 115.91 | - |
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