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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$10.66
Change+$0.12 (+1.14%)
VolumeN/A
Net Assets179.98M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SSMOX vs VSMAX Comparison Chart
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SSMOX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSMOX (180M). VSMAX pays higher dividends than SSMOX: VSMAX (1.48) vs SSMOX (1.24). 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 : 5.16 vs. SSMOX (-4.62). VSMAX return over 5 years is better than : 52.39 vs. SSMOX (-5.03).
| 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 | -4.788 | -4.060 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 148B | 0% |
| Annual Yield % from dividends | 1.24 | 1.48 | 84% |
| Returns for 1 year | -4.62 | 5.16 | -90% |
| Returns for 3 years | -20.16 | 16.71 | -121% |
| Returns for 5 years | -5.03 | 52.39 | -10% |
| Returns for 10 years | N/A | 96.62 | - |
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