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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$11.23
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets188.16M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SSMOX vs VSMAX Comparison Chart in %
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VS
VS
SSMOX vs. VSMAX commentary
Jul 28, 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: 153B vs. SSMOX (188M). 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 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 : 8.49 vs. SSMOX (-2.30). VSMAX return over 5 years is better than : 66.87 vs. SSMOX (5.61).
| 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 | 1.445 | 2.804 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 153B | 0% |
| Annual Yield % from dividends | 1.20 | 1.40 | 86% |
| Returns for 1 year | -2.30 | 8.49 | -27% |
| Returns for 3 years | -9.15 | 34.27 | -27% |
| Returns for 5 years | 5.61 | 66.87 | 8% |
| Returns for 10 years | N/A | 115.21 | - |
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