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MXERX vs VSMAX
MXERX vs VSMAX Comparison
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MXERX vs VSMAX Comparison Chart in %
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VS
MXERX vs. VSMAX commentary
Jul 04, 2026
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: 183B vs. MXERX (1.26B). MXERX pays higher dividends than VSMAX: MXERX (5.70) vs VSMAX (1.18). MXERX was incepted earlier than VSMAX: MXERX (11 years) vs VSMAX (26 years). MXERX (0.22) is less costly to investors than VSMAX (0.05). MXERX is a more actively managed with annual turnover of: 34.00 vs. VSMAX (17.00). 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 : 24.74 vs. MXERX (18.31). VSMAX return over 5 years is better than : 35.21 vs. MXERX (-13.72).
| MXERX | VSMAX | MXERX / VSMAX | |
| Total Expense Ratio | 0.21 | 0.05 | 420% |
| Annual Report Gross Expense Ratio | 0.22 | 0.05 | 440% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 22.242 | 16.696 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 183B | 1% |
| Annual Yield % from dividends | 5.70 | 1.18 | 482% |
| Returns for 1 year | 18.31 | 24.74 | 74% |
| Returns for 3 years | 20.52 | 52.19 | 39% |
| Returns for 5 years | -13.72 | 35.21 | -39% |
| Returns for 10 years | 4.78 | 168.92 | 3% |
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