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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$5.27
Change-$0.25 (-4.53%)
VolumeN/A
Net Assets924.49M
Vanguard Small Cap Index Admiral Shares
Price$97.22
Change-$4.33 (-4.26%)
VolumeN/A
Net Assets143.36B
MXERX vs VSMAX Comparison Chart
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VS
MXERX vs. VSMAX commentary
Apr 11, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. MXERX (924M). MXERX pays higher dividends than VSMAX: MXERX (2.51) vs VSMAX (1.52). MXERX was incepted earlier than VSMAX: MXERX (10 years) vs VSMAX (24 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 (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 : -3.52 vs. MXERX (-11.76). VSMAX return over 5 years is better than : 71.17 vs. MXERX (9.26).
| 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 | 24 years | - |
| Gain YTD | -14.152 | -11.735 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 143B | 1% |
| Annual Yield % from dividends | 2.51 | 1.52 | 165% |
| Returns for 1 year | -11.76 | -3.52 | 334% |
| Returns for 3 years | -21.01 | 4.31 | -487% |
| Returns for 5 years | 9.26 | 71.17 | 13% |
| Returns for 10 years | N/A | 79.14 | - |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELQD | 80.33 | N/A | N/A |
| iShares ESG Advanced Inv Grd Corp Bd ETF | |||
| EEMV | 56.12 | -0.34 | -0.60% |
| iShares MSCI Emerg Mkts Min Vol Fctr ETF | |||
| DEED | 20.77 | -0.19 | -0.92% |
| First Trust TCW Securitized Plus ETF | |||
| MHD | 10.84 | -0.38 | -3.39% |
| Blackrock Muniholdings Fund | |||
| JRS | 7.06 | -0.31 | -4.21% |
| Nuveen Real Estate Income Fund | |||