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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.66
Change+$0.10 (+1.52%)
VolumeN/A
Net Assets1.09B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
MXERX vs VSMAX Comparison Chart in %
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MXERX vs. VSMAX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MXERX (1.09B). MXERX pays higher dividends than VSMAX: MXERX (2.24) vs VSMAX (1.31). 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 : 13.64 vs. MXERX (1.99). VSMAX return over 5 years is better than : 66.80 vs. MXERX (13.52).
| 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 | 5.584 | 6.527 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 161B | 1% |
| Annual Yield % from dividends | 2.24 | 1.31 | 171% |
| Returns for 1 year | 1.99 | 13.64 | 15% |
| Returns for 3 years | 10.08 | 39.35 | 26% |
| Returns for 5 years | 13.52 | 66.80 | 20% |
| Returns for 10 years | -7.69 | 132.90 | -6% |
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