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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$9.53
Change+$0.08 (+0.85%)
VolumeN/A
Net Assets161.37M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SSMOX vs VSMAX Comparison Chart
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SSMOX vs. VSMAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SSMOX (161M). VSMAX pays higher dividends than SSMOX: VSMAX (1.52) vs SSMOX (1.27). 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 : -2.40 vs. SSMOX (-10.48). VSMAX return over 5 years is better than : 66.89 vs. SSMOX (7.92).
| 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 | -14.634 | -14.455 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 143B | 0% |
| Annual Yield % from dividends | 1.27 | 1.52 | 83% |
| Returns for 1 year | -10.48 | -2.40 | 436% |
| Returns for 3 years | -29.70 | 0.56 | -5,333% |
| Returns for 5 years | 7.92 | 66.89 | 12% |
| Returns for 10 years | N/A | 73.68 | - |
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