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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$11.88
Change-$0.48 (-3.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SSMOX vs VSMAX Comparison Chart
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SSMOX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SSMOX (214M). 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 : 13.00 vs. SSMOX (10.75). VSMAX return over 5 years is better than : 47.01 vs. SSMOX (-2.17).
| 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 | 14.977 | 13.252 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 167B | 0% |
| Annual Yield % from dividends | 1.15 | 1.42 | 81% |
| Returns for 1 year | 10.75 | 13.00 | 83% |
| Returns for 3 years | -12.70 | 11.09 | -114% |
| Returns for 5 years | -2.17 | 47.01 | -5% |
| Returns for 10 years | N/A | 115.86 | - |