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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$7.18
Change-$0.07 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
MXERX vs VSMAX Comparison Chart
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MXERX vs. VSMAX commentary
Nov 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. MXERX (1.22B). MXERX pays higher dividends than VSMAX: MXERX (2.10) vs VSMAX (1.42). MXERX was incepted earlier than VSMAX: MXERX (10 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 : 30.28 vs. MXERX (22.00). VSMAX return over 5 years is better than : 55.62 vs. MXERX (-2.13).
| MXERX | VSMAX | MXERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 10.101 | 15.803 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 151B | 1% |
| Annual Yield % from dividends | 2.10 | 1.42 | 148% |
| Returns for 1 year | 22.00 | 30.28 | 73% |
| Returns for 3 years | -22.54 | 4.74 | -476% |
| Returns for 5 years | -2.13 | 55.62 | -4% |
| Returns for 10 years | N/A | 123.30 | - |