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SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$11.54
Change+$0.13 (+1.14%)
VolumeN/A
Net Assets211.44M
Vanguard Small Cap Index I
Price$120.76
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
SSMOX vs VSCIX Comparison Chart
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SSMOX vs. VSCIX commentary
Jan 31, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. SSMOX (211M). VSCIX pays higher dividends than SSMOX: VSCIX (1.43) vs SSMOX (1.15). SSMOX was incepted earlier than VSCIX: SSMOX (7 years) vs VSCIX (28 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 : 20.34 vs. SSMOX (10.05). VSCIX return over 5 years is better than : 55.99 vs. SSMOX (-3.79).
| SSMOX | VSCIX | SSMOX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 3.071 | 3.639 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 155B | 0% |
| Annual Yield % from dividends | 1.15 | 1.43 | 80% |
| Returns for 1 year | 10.05 | 20.34 | 49% |
| Returns for 3 years | -15.61 | 20.91 | -75% |
| Returns for 5 years | -3.79 | 55.99 | -7% |
| Returns for 10 years | N/A | 124.92 | - |
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