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SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$10.26
Change+$0.15 (+1.48%)
VolumeN/A
Net Assets172.18M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SSMOX vs VSCIX Comparison Chart
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SSMOX vs. VSCIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. SSMOX (172M). VSCIX pays higher dividends than SSMOX: VSCIX (1.57) vs SSMOX (1.30). 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 : -0.06 vs. SSMOX (-9.08). VSCIX return over 5 years is better than : 65.30 vs. SSMOX (6.43).
| 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 | -8.672 | -8.389 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 140B | 0% |
| Annual Yield % from dividends | 1.30 | 1.57 | 83% |
| Returns for 1 year | -9.08 | -0.06 | 15,061% |
| Returns for 3 years | -17.82 | 20.38 | -87% |
| Returns for 5 years | 6.43 | 65.30 | 10% |
| Returns for 10 years | N/A | 88.39 | - |