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MXISX vs VSMAX
MXISX vs VSMAX Comparison
Open Charts MXISX vs VSMAX
Empower S&P SmallCap 600® Index I
Price$12.30
Change+$0.15 (+1.23%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
MXISX vs VSMAX Comparison Chart
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MXISX vs. VSMAX commentary
Jun 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 MXISX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MXISX (1.03B). VSMAX pays higher dividends than MXISX: VSMAX (1.48) vs MXISX (0.82). MXISX was incepted earlier than VSMAX: MXISX (32 years) vs VSMAX (25 years). MXISX (0.57) is less costly to investors than VSMAX (0.05). MXISX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). MXISX has a lower initial minimum investment than VSMAX: MXISX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.16 vs. MXISX (-3.54). VSMAX return over 5 years is better than : 52.39 vs. MXISX (17.04).
| MXISX | VSMAX | MXISX / VSMAX | |
| Total Expense Ratio | 0.56 | 0.05 | 1,120% |
| Annual Report Gross Expense Ratio | 0.57 | 0.05 | 1,140% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -7.464 | -4.060 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 148B | 1% |
| Annual Yield % from dividends | 0.82 | 1.48 | 55% |
| Returns for 1 year | -3.54 | 5.16 | -69% |
| Returns for 3 years | -5.99 | 16.71 | -36% |
| Returns for 5 years | 17.04 | 52.39 | 33% |
| Returns for 10 years | 3.28 | 96.62 | 3% |
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