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MXISX vs VSMAX
MXISX vs VSMAX Comparison
Open Charts MXISX vs VSMAX
Empower S&P SmallCap 600® Index I
Price$13.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MXISX vs VSMAX Comparison Chart
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MXISX vs. VSMAX commentary
Sep 20, 2024
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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. MXISX (1.18B). 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 : 20.75 vs. MXISX (17.55). VSMAX return over 5 years is better than : 51.83 vs. MXISX (15.22).
| 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 | 5.919 | 9.731 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 149B | 1% |
| Annual Yield % from dividends | 0.49 | 1.42 | 35% |
| Returns for 1 year | 17.55 | 20.75 | 85% |
| Returns for 3 years | -7.97 | 5.70 | -140% |
| Returns for 5 years | 15.22 | 51.83 | 29% |
| Returns for 10 years | 18.72 | 114.09 | 16% |