SSMOX
Price
$11.18
Change
+$0.08 (+0.72%)
Updated
Jul 3 closing price
Net Assets
190.2M
VSCIX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

SSMOX vs VSCIX

Header iconSSMOX vs VSCIX Comparison
Open Charts SSMOX vs VSCIXBanner chart's image
Steward Values Enhanced SmMidCapR6
Price$11.18
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets190.2M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SSMOX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SSMOX vs. VSCIX commentary
Jul 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 StrongBuy and VSCIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SSMOX (190M). 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 is a more actively managed with annual turnover of: 18.00 vs. VSCIX (13.00). 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 : 12.26 vs. SSMOX (2.37). VSCIX return over 5 years is better than : 69.54 vs. SSMOX (9.35).
SSMOXVSCIXSSMOX / VSCIX
Total Expense Ratio0.530.041,325%
Annual Report Gross Expense Ratio0.530.041,325%
Fund Existence8 years28 years-
Gain YTD0.9941.44869%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets190M148B0%
Annual Yield % from dividends1.201.4185%
Returns for 1 year2.3712.2619%
Returns for 3 years-5.6437.94-15%
Returns for 5 years9.3569.5413%
Returns for 10 yearsN/A109.37-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
NGDRX30.410.35
+1.16%
Neuberger Berman Large Cap Growth R3
HSLSX40.940.47
+1.16%
Hartford Small Cap Growth R4
BIRCX22.150.19
+0.87%
BlackRock Sustainable Adg Lg Cp Cr C
MRICX24.400.08
+0.33%
MFS Research International C
SETAX16.270.02
+0.12%
SEI Real Estate F (SIMT)