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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$10.26
Change+$0.15 (+1.48%)
VolumeN/A
Net Assets172.18M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SSMOX vs VSMAX Comparison Chart
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SSMOX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SSMOX (172M). VSMAX pays higher dividends than SSMOX: VSMAX (1.56) vs SSMOX (1.30). SSMOX was incepted earlier than VSMAX: SSMOX (7 years) vs VSMAX (25 years). SSMOX (0.53) is less costly to investors than VSMAX (0.05). SSMOX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). SSMOX has a lower initial minimum investment than VSMAX: SSMOX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. SSMOX (-9.08). VSMAX return over 5 years is better than : 65.26 vs. SSMOX (6.43).
| SSMOX | VSMAX | SSMOX / VSMAX | |
| Total Expense Ratio | 0.53 | 0.05 | 1,060% |
| Annual Report Gross Expense Ratio | 0.53 | 0.05 | 1,060% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -8.672 | -8.397 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 140B | 0% |
| Annual Yield % from dividends | 1.30 | 1.56 | 84% |
| Returns for 1 year | -9.08 | -0.07 | 12,605% |
| Returns for 3 years | -17.82 | 20.37 | -87% |
| Returns for 5 years | 6.43 | 65.26 | 10% |
| Returns for 10 years | N/A | 88.31 | - |