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MXISX vs VSMAX
MXISX vs VSMAX Comparison
Open Charts MXISX vs VSMAX
Empower S&P SmallCap 600® Index I
Price$13.45
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MXISX vs VSMAX Comparison Chart
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MXISX vs. VSMAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. MXISX (1.21B). VSMAX pays higher dividends than MXISX: VSMAX (1.42) vs MXISX (0.49). MXISX was incepted earlier than VSMAX: MXISX (31 years) vs VSMAX (24 years). MXISX is a more actively managed with annual turnover of: 30.00 vs. VSMAX (12.00). 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 : 21.26 vs. MXISX (11.22). VSMAX return over 5 years is better than : 48.99 vs. MXISX (12.07).
| MXISX | VSMAX | MXISX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 24 years | - |
| Gain YTD | 1.904 | 3.369 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 155B | 1% |
| Annual Yield % from dividends | 0.49 | 1.42 | 35% |
| Returns for 1 year | 11.22 | 21.26 | 53% |
| Returns for 3 years | -2.83 | 17.25 | -16% |
| Returns for 5 years | 12.07 | 48.99 | 25% |
| Returns for 10 years | 21.44 | 127.10 | 17% |