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SSMOX vs VSCIX
SSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIX
Steward Values Enhanced SmMidCapR6
Price$11.23
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets188.16M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SSMOX vs VSCIX Comparison Chart in %
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SSMOX vs. VSCIX commentary
Jul 28, 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 StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SSMOX (188M). VSCIX pays higher dividends than SSMOX: VSCIX (1.41) vs SSMOX (1.20). SSMOX was incepted earlier than VSCIX: SSMOX (8 years) vs VSCIX (28 years). SSMOX (0.53) is less costly to investors than VSCIX (0.04). SSMOX has a lower initial minimum investment than VSCIX: SSMOX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 8.49 vs. SSMOX (-2.30). VSCIX return over 5 years is better than : 66.87 vs. SSMOX (5.61).
| SSMOX | VSCIX | SSMOX / VSCIX | |
| Total Expense Ratio | 0.53 | 0.04 | 1,325% |
| Annual Report Gross Expense Ratio | 0.53 | 0.04 | 1,325% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 1.445 | 2.806 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 153B | 0% |
| Annual Yield % from dividends | 1.20 | 1.41 | 85% |
| Returns for 1 year | -2.30 | 8.49 | -27% |
| Returns for 3 years | -9.15 | 34.26 | -27% |
| Returns for 5 years | 5.61 | 66.87 | 8% |
| Returns for 10 years | N/A | 115.25 | - |
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