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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapIndex R6
Price$12.57
Change-$0.15 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$121.29
Change-$1.46 (-1.19%)
VolumeN/A
CapitalizationN/A
SSMOX vs VSMAX Comparison Chart
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VS
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SSMOX vs. VSMAX commentary
Nov 13, 2024
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: 151B vs. SSMOX (220M). 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 : 38.75 vs. SSMOX (30.10). VSMAX return over 5 years is better than : 60.94 vs. SSMOX (-2.80).
| 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 | 17.023 | 18.981 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 151B | 0% |
| Annual Yield % from dividends | 1.15 | 1.42 | 81% |
| Returns for 1 year | 30.10 | 38.75 | 78% |
| Returns for 3 years | -27.58 | 7.65 | -360% |
| Returns for 5 years | -2.80 | 60.94 | -5% |
| Returns for 10 years | N/A | 129.67 | - |
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