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SSMOX vs VSMAX
SSMOX vs VSMAX Comparison
Open Charts SSMOX vs VSMAX
Steward Values Enhanced SmMidCapR6
Price$11.41
Change-$0.21 (-1.81%)
VolumeN/A
Net Assets170.29M
Vanguard Small Cap Index Admiral Shares
Price$119.94
Change-$2.71 (-2.21%)
VolumeN/A
Net Assets161.58B
SSMOX vs VSMAX Comparison Chart in %
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SSMOX vs. VSMAX commentary
Nov 14, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SSMOX (170M). VSMAX pays higher dividends than SSMOX: VSMAX (1.34) vs SSMOX (1.13). 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: 36.00 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 : 1.45 vs. SSMOX (-6.47). VSMAX return over 5 years is better than : 48.41 vs. SSMOX (-6.04).
| 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 | 4.968 | 6.757 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 162B | 0% |
| Annual Yield % from dividends | 1.13 | 1.34 | 85% |
| Returns for 1 year | -6.47 | 1.45 | -446% |
| Returns for 3 years | -10.87 | 33.26 | -33% |
| Returns for 5 years | -6.04 | 48.41 | -12% |
| Returns for 10 years | N/A | 138.28 | - |
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