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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
VS
MXERX vs. VSMAX commentary
Jul 27, 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: 189B vs. MXERX (1.24B). 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 : 20.80 vs. MXERX (17.14). VSMAX return over 5 years is better than : 36.32 vs. MXERX (-11.39).
| 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 | 20.841 | 14.645 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 189B | 1% |
| Annual Yield % from dividends | 5.70 | 1.18 | 482% |
| Returns for 1 year | 17.14 | 20.80 | 82% |
| Returns for 3 years | 15.36 | 44.84 | 34% |
| Returns for 5 years | -11.39 | 36.32 | -31% |
| Returns for 10 years | -1.18 | 153.13 | -1% |
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