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SSMOX vs VSCPX
SSMOX vs VSCPX Comparison
Open Charts SSMOX vs VSCPX
Steward Values Enhanced SmMidCapR6
Price$11.58
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets172.97M
Vanguard Small Cap Index InstlPlus
Price$352.54
Change+$3.39 (+0.97%)
VolumeN/A
Net Assets161.26B
SSMOX vs VSCPX Comparison Chart in %
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SSMOX vs. VSCPX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SSMOX (173M). VSCPX pays higher dividends than SSMOX: VSCPX (1.33) 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 : 8.04 vs. SSMOX (-1.05). VSCPX return over 5 years is better than : 71.78 vs. SSMOX (10.14).
| 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 | 4.607 | 6.250 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 161B | 0% |
| Annual Yield % from dividends | 1.13 | 1.33 | 85% |
| Returns for 1 year | -1.05 | 8.04 | -13% |
| Returns for 3 years | 2.24 | 50.86 | 4% |
| Returns for 5 years | 10.14 | 71.78 | 14% |
| Returns for 10 years | N/A | 149.06 | - |
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