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ESMSX vs VESIX
ESMSX vs VESIX Comparison
Open Charts ESMSX vs VESIX
Invesco EQV Euro Small Company R6
Price$14.95
Change+$0.13 (+0.88%)
VolumeN/A
Net Assets155.7M
Vanguard European Stock Instl
Price$36.98
Change+$0.29 (+0.79%)
VolumeN/A
Net Assets27.96B
ESMSX vs VESIX Comparison Chart
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ESMSX vs. VESIX commentary
Apr 16, 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 Buy and VESIX is a Buy.
FUNDAMENTALS
Fundamentals
VESIX has more cash in the bank: 28B vs. ESMSX (156M). ESMSX pays higher dividends than VESIX: ESMSX (5.17) vs VESIX (3.16). ESMSX was incepted earlier than VESIX: ESMSX (8 years) vs VESIX (25 years). ESMSX (1.11) is less costly to investors than VESIX (0.06). ESMSX is a more actively managed with annual turnover of: 24.00 vs. VESIX (3.00). 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 : 5.91 vs. ESMSX (1.81). ESMSX (60.83) and VESIX (58.65) have equivalent 5 years return.
| ESMSX | VESIX | ESMSX / VESIX | |
| Total Expense Ratio | 1.10 | 0.06 | 1,833% |
| Annual Report Gross Expense Ratio | 1.11 | 0.06 | 1,850% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.079 | 8.239 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156M | 28B | 1% |
| Annual Yield % from dividends | 5.17 | 3.16 | 164% |
| Returns for 1 year | 1.81 | 5.91 | 31% |
| Returns for 3 years | 3.86 | 12.04 | 32% |
| Returns for 5 years | 60.83 | 58.65 | 104% |
| Returns for 10 years | N/A | 27.85 | - |
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