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ESMSX vs VESIX
ESMSX vs VESIX Comparison
Open Charts ESMSX vs VESIX
Invesco EQV Euro Small Company R6
Price$14.89
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets157.76M
Vanguard European Stock Instl
Price$37.24
Change-$0.18 (-0.48%)
VolumeN/A
Net Assets23.24B
ESMSX vs VESIX Comparison Chart
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ESMSX vs. VESIX commentary
Feb 23, 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 ESMSX is a StrongBuy and VESIX is a Hold.
FUNDAMENTALS
Fundamentals
VESIX has more cash in the bank: 23.2B vs. ESMSX (158M). ESMSX pays higher dividends than VESIX: ESMSX (4.52) vs VESIX (3.25). ESMSX was incepted earlier than VESIX: ESMSX (8 years) vs VESIX (25 years). ESMSX is a more actively managed with annual turnover of: 24.00 vs. VESIX (4.00). ESMSX has a lower initial minimum investment than VESIX: ESMSX (1000000) vs VESIX (5000000). VESIX annual gain was more profitable for investors over the last year : 7.03 vs. ESMSX (4.64). ESMSX return over 5 years is better than : 24.36 vs. VESIX (21.40).
| ESMSX | VESIX | ESMSX / VESIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 6.509 | 9.788 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158M | 23.2B | 1% |
| Annual Yield % from dividends | 4.52 | 3.25 | 139% |
| Returns for 1 year | 4.64 | 7.03 | 66% |
| Returns for 3 years | -1.30 | 10.04 | -13% |
| Returns for 5 years | 24.36 | 21.40 | 114% |
| Returns for 10 years | N/A | 28.91 | - |
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