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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.93
Change+$0.06 (+0.87%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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MXERX vs VSMAX Comparison Chart
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MXERX vs. VSMAX commentary
Sep 22, 2024
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 MXERX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. MXERX (1.2B). MXERX pays higher dividends than VSMAX: MXERX (2.10) vs VSMAX (1.42). MXERX was incepted earlier than VSMAX: MXERX (9 years) vs VSMAX (24 years). MXERX is a more actively managed with annual turnover of: 30.00 vs. VSMAX (12.00). MXERX has a lower initial minimum investment than VSMAX: MXERX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. MXERX (18.95). VSMAX return over 5 years is better than : 53.45 vs. MXERX (-3.33).
| MXERX | VSMAX | MXERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 6.267 | 10.898 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 149B | 1% |
| Annual Yield % from dividends | 2.10 | 1.42 | 148% |
| Returns for 1 year | 18.95 | 25.54 | 74% |
| Returns for 3 years | -16.21 | 8.91 | -182% |
| Returns for 5 years | -3.33 | 53.45 | -6% |
| Returns for 10 years | N/A | 121.55 | - |