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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.42
Change-$0.04 (-0.62%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
MXERX vs VSMAX Comparison Chart in %
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MXERX vs. VSMAX commentary
Aug 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 MXERX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. MXERX (1.05B). MXERX pays higher dividends than VSMAX: MXERX (2.38) vs VSMAX (1.37). MXERX was incepted earlier than VSMAX: MXERX (10 years) vs VSMAX (25 years). MXERX (0.21) is less costly to investors than VSMAX (0.05). MXERX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). 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 : 9.58 vs. MXERX (-3.23). VSMAX return over 5 years is better than : 58.32 vs. MXERX (3.19).
| MXERX | VSMAX | MXERX / VSMAX | |
| Total Expense Ratio | 0.21 | 0.05 | 420% |
| Annual Report Gross Expense Ratio | 0.21 | 0.05 | 420% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.467 | 2.900 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 154B | 1% |
| Annual Yield % from dividends | 2.38 | 1.37 | 174% |
| Returns for 1 year | -3.23 | 9.58 | -34% |
| Returns for 3 years | -10.36 | 20.93 | -50% |
| Returns for 5 years | 3.19 | 58.32 | 5% |
| Returns for 10 years | -17.93 | 113.92 | -16% |