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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.95
Change-$0.29 (-4.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
MXERX vs VSMAX Comparison Chart
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MXERX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. MXERX (1.24B). 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 : 19.58 vs. MXERX (12.10). VSMAX return over 5 years is better than : 53.97 vs. MXERX (-3.84).
| 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 | 12.708 | 18.049 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 167B | 1% |
| Annual Yield % from dividends | 2.10 | 1.42 | 148% |
| Returns for 1 year | 12.10 | 19.58 | 62% |
| Returns for 3 years | -14.20 | 15.80 | -90% |
| Returns for 5 years | -3.84 | 53.97 | -7% |
| Returns for 10 years | N/A | 125.00 | - |