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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.30
Change-$0.17 (-2.63%)
VolumeN/A
Net Assets1.1B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
MXERX vs VSMAX Comparison Chart
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VS
VS
MXERX vs. VSMAX commentary
Feb 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. MXERX (1.1B). 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 : 11.25 vs. MXERX (0.55). VSMAX return over 5 years is better than : 44.48 vs. MXERX (-7.82).
| 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 | -2.022 | -0.304 | 665% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 161B | 1% |
| Annual Yield % from dividends | 2.10 | 1.42 | 148% |
| Returns for 1 year | 0.55 | 11.25 | 5% |
| Returns for 3 years | -10.69 | 18.86 | -57% |
| Returns for 5 years | -7.82 | 44.48 | -18% |
| Returns for 10 years | N/A | 105.78 | - |
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