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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$11.54
Change+$0.13 (+1.14%)
VolumeN/A
Net Assets211.44M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
SSMOX vs VSMAX Comparison Chart
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VS
VS
SSMOX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SSMOX (211M). VSMAX pays higher dividends than SSMOX: VSMAX (1.42) vs SSMOX (1.15). SSMOX was incepted earlier than VSMAX: SSMOX (7 years) vs VSMAX (24 years). SSMOX is a more actively managed with annual turnover of: 20.00 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 : 20.35 vs. SSMOX (10.05). VSMAX return over 5 years is better than : 55.98 vs. SSMOX (-3.79).
| SSMOX | VSMAX | SSMOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 3.071 | 3.638 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 155B | 0% |
| Annual Yield % from dividends | 1.15 | 1.42 | 81% |
| Returns for 1 year | 10.05 | 20.35 | 49% |
| Returns for 3 years | -15.61 | 20.91 | -75% |
| Returns for 5 years | -3.79 | 55.98 | -7% |
| Returns for 10 years | N/A | 124.89 | - |
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