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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$16.20
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Nov 18, 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 SMEAX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SMEAX (1.02B). VSMAX pays higher dividends than SMEAX: VSMAX (1.42) vs SMEAX (0.00). SMEAX was incepted earlier than VSMAX: SMEAX (24 years) vs VSMAX (24 years). SMEAX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). SMEAX has a lower initial minimum investment than VSMAX: SMEAX (1000) vs VSMAX (3000). SMEAX annual gain was more profitable for investors over the last year : 32.90 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. SMEAX (20.09).
| SMEAX | VSMAX | SMEAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 21.348 | 15.803 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 32.90 | 30.28 | 109% |
| Returns for 3 years | -13.97 | 4.74 | -295% |
| Returns for 5 years | 20.09 | 55.62 | 36% |
| Returns for 10 years | -5.04 | 123.30 | -4% |