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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$11.18
Change+$0.08 (+0.72%)
VolumeN/A
Net Assets190.2M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SSMOX vs VSMAX Comparison Chart in %
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SSMOX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SSMOX (190M). VSMAX pays higher dividends than SSMOX: VSMAX (1.40) vs SSMOX (1.20). SSMOX was incepted earlier than VSMAX: SSMOX (8 years) vs VSMAX (25 years). SSMOX (0.53) is less costly to investors than VSMAX (0.05). SSMOX is a more actively managed with annual turnover of: 18.00 vs. VSMAX (13.00). SSMOX has a lower initial minimum investment than VSMAX: SSMOX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SSMOX (2.37). VSMAX return over 5 years is better than : 69.54 vs. SSMOX (9.35).
| SSMOX | VSMAX | SSMOX / VSMAX | |
| Total Expense Ratio | 0.53 | 0.05 | 1,060% |
| Annual Report Gross Expense Ratio | 0.53 | 0.05 | 1,060% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.994 | 1.447 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 148B | 0% |
| Annual Yield % from dividends | 1.20 | 1.40 | 86% |
| Returns for 1 year | 2.37 | 12.25 | 19% |
| Returns for 3 years | -5.64 | 37.95 | -15% |
| Returns for 5 years | 9.35 | 69.54 | 13% |
| Returns for 10 years | N/A | 109.34 | - |