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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$5.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$108.61
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
MXERX vs VSMAX Comparison Chart
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MXERX vs. VSMAX commentary
May 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 MXERX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. MXERX (1.04B). MXERX pays higher dividends than VSMAX: MXERX (2.61) vs VSMAX (1.56). 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 : 3.93 vs. MXERX (-7.52). VSMAX return over 5 years is better than : 72.27 vs. MXERX (14.05).
| 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 | -6.376 | -2.861 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 140B | 1% |
| Annual Yield % from dividends | 2.61 | 1.56 | 167% |
| Returns for 1 year | -7.52 | 3.93 | -192% |
| Returns for 3 years | -7.15 | 27.20 | -26% |
| Returns for 5 years | 14.05 | 72.27 | 19% |
| Returns for 10 years | -24.33 | 96.62 | -25% |
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