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SSMOX vs VSCPX
SSMOX vs VSCPX Comparison
Open Charts SSMOX vs VSCPX
Steward Values Enhanced SmMidCapR6
Price$11.18
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets190.2M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SSMOX vs VSCPX Comparison Chart in %
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SSMOX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SSMOX (190M). VSCPX pays higher dividends than SSMOX: VSCPX (1.42) vs SSMOX (1.20). 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: 18.00 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 : 12.26 vs. SSMOX (2.37). VSCPX return over 5 years is better than : 69.56 vs. SSMOX (9.35).
| 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 | 0.994 | 1.452 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 148B | 0% |
| Annual Yield % from dividends | 1.20 | 1.42 | 85% |
| Returns for 1 year | 2.37 | 12.26 | 19% |
| Returns for 3 years | -5.64 | 37.96 | -15% |
| Returns for 5 years | 9.35 | 69.56 | 13% |
| Returns for 10 years | N/A | 109.40 | - |
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