STSOX
Price
$34.86
Change
-$0.25 (-0.71%)
Updated
Jul 31 closing price
Net Assets
187.19M
VSMAX
Price
$141.38
Change
-$0.34 (-0.24%)
Updated
Jul 31 closing price
Net Assets
188.57B
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STSOX vs VSMAX

STSOX vs VSMAX Comparison Chart in %
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VS
STSOX vs. VSMAX commentary
Aug 03, 2026

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 STSOX is a StrongBuy and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. STSOX (187M). VSMAX pays higher dividends than STSOX: VSMAX (1.21) vs STSOX (0.16). STSOX was incepted earlier than VSMAX: STSOX (11 years) vs VSMAX (26 years). STSOX (2.03) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. STSOX (6.19). STSOX has a lower initial minimum investment than VSMAX: STSOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 22.58 vs. STSOX (3.07). VSMAX return over 5 years is better than : 35.11 vs. STSOX (-56.58).
STSOXVSMAXSTSOX / VSMAX
Total Expense Ratio2.030.054,060%
Annual Report Gross Expense Ratio2.030.054,060%
Fund Existence11 years26 years-
Gain YTD20.66514.588142%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets187M189B0%
Annual Yield % from dividends0.161.2113%
Returns for 1 year3.0722.5814%
Returns for 3 years-32.3943.42-75%
Returns for 5 years-56.5835.11-161%
Returns for 10 years-53.65155.96-34%
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