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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$10.24
Change-$0.24 (-2.29%)
VolumeN/A
Net Assets194.78M
Vanguard Small Cap Index Admiral Shares
Price$106.29
Change-$0.41 (-0.38%)
VolumeN/A
Net Assets153.45B
SSMOX vs VSMAX Comparison Chart
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SSMOX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SSMOX (195M). VSMAX pays higher dividends than SSMOX: VSMAX (1.32) vs SSMOX (1.20). SSMOX was incepted earlier than VSMAX: SSMOX (7 years) vs VSMAX (24 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 (12.00). 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 : 2.82 vs. SSMOX (-5.24). VSMAX return over 5 years is better than : 81.65 vs. SSMOX (15.30).
| 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 | 24 years | - |
| Gain YTD | -5.330 | -4.932 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 195M | 153B | 0% |
| Annual Yield % from dividends | 1.20 | 1.32 | 91% |
| Returns for 1 year | -5.24 | 2.82 | -186% |
| Returns for 3 years | -20.96 | 14.37 | -146% |
| Returns for 5 years | 15.30 | 81.65 | 19% |
| Returns for 10 years | N/A | 98.11 | - |
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