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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$14.47
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets970.52M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Jun 06, 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 SMEAX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMEAX (971M). VSMAX pays higher dividends than SMEAX: VSMAX (1.48) vs SMEAX (0.00). SMEAX was incepted earlier than VSMAX: SMEAX (25 years) vs VSMAX (25 years). SMEAX (1.25) is less costly to investors than VSMAX (0.05). SMEAX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMEAX has a lower initial minimum investment than VSMAX: SMEAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. SMEAX (2.70). VSMAX return over 5 years is better than : 52.62 vs. SMEAX (18.33).
| SMEAX | VSMAX | SMEAX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.027 | -3.912 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 2.70 | 4.90 | 55% |
| Returns for 3 years | 16.43 | 18.34 | 90% |
| Returns for 5 years | 18.33 | 52.62 | 35% |
| Returns for 10 years | -9.68 | 96.38 | -10% |
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