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ESMSX vs VEUPX
ESMSX vs VEUPX Comparison
Open Charts ESMSX vs VEUPX
Invesco EQV Euro Small Company R6
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets154.94M
Vanguard European Stock Instl Plus
Price$158.24
Change-$0.23 (-0.15%)
VolumeN/A
Net Assets22.02B
ESMSX vs VEUPX Comparison Chart
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ESMSX vs. VEUPX commentary
Jan 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 Hold and VEUPX is a Buy.
FUNDAMENTALS
Fundamentals
VEUPX has more cash in the bank: 22B vs. ESMSX (155M). ESMSX pays higher dividends than VEUPX: ESMSX (4.52) vs VEUPX (3.26). ESMSX was incepted earlier than VEUPX: ESMSX (8 years) vs VEUPX (10 years). ESMSX is a more actively managed with annual turnover of: 24.00 vs. VEUPX (4.00). ESMSX has a lower initial minimum investment than VEUPX: ESMSX (1000000) vs VEUPX (100000000). VEUPX annual gain was more profitable for investors over the last year : 6.53 vs. ESMSX (1.98). ESMSX return over 5 years is better than : 17.20 vs. VEUPX (14.93).
| ESMSX | VEUPX | ESMSX / VEUPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 2.003 | 4.408 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155M | 22B | 1% |
| Annual Yield % from dividends | 4.52 | 3.26 | 139% |
| Returns for 1 year | 1.98 | 6.53 | 30% |
| Returns for 3 years | -8.52 | 1.03 | -823% |
| Returns for 5 years | 17.20 | 14.93 | 115% |
| Returns for 10 years | N/A | 29.76 | - |