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SSMOX vs VSCPX
SSMOX vs VSCPX Comparison
Open Charts SSMOX vs VSCPX
Steward Values Enhanced SmMidCapR6
Price$11.59
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets170.34M
Vanguard Small Cap Index InstlPlus
Price$354.99
Change+$4.83 (+1.38%)
VolumeN/A
Net Assets162.36B
SSMOX vs VSCPX Comparison Chart in %
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SSMOX vs. VSCPX commentary
Oct 21, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SSMOX (170M). VSCPX pays higher dividends than SSMOX: VSCPX (1.36) vs SSMOX (1.13). SSMOX was incepted earlier than VSCPX: SSMOX (8 years) vs VSCPX (15 years). SSMOX (0.53) is less costly to investors than VSCPX (0.03). SSMOX is a more actively managed with annual turnover of: 36.00 vs. VSCPX (13.00). SSMOX has a lower initial minimum investment than VSCPX: SSMOX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 6.23 vs. SSMOX (-3.41). VSCPX return over 5 years is better than : 60.15 vs. SSMOX (0.64).
| SSMOX | VSCPX | SSMOX / VSCPX | |
| Total Expense Ratio | 0.53 | 0.03 | 1,767% |
| Annual Report Gross Expense Ratio | 0.53 | 0.03 | 1,767% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 4.697 | 7.063 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 162B | 0% |
| Annual Yield % from dividends | 1.13 | 1.36 | 83% |
| Returns for 1 year | -3.41 | 6.23 | -55% |
| Returns for 3 years | -2.81 | 45.82 | -6% |
| Returns for 5 years | 0.64 | 60.15 | 1% |
| Returns for 10 years | N/A | 133.97 | - |
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