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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$13.00
Change-$0.96 (-6.88%)
VolumeN/A
Net Assets933.75M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Apr 04, 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: 153B vs. SMEAX (934M). VSMAX pays higher dividends than SMEAX: VSMAX (1.52) vs SMEAX (0.00). SMEAX was incepted earlier than VSMAX: SMEAX (25 years) vs VSMAX (24 years). SMEAX (1.26) is less costly to investors than VSMAX (0.05). 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). VSMAX annual gain was more profitable for investors over the last year : 1.20 vs. SMEAX (-1.76). VSMAX return over 5 years is better than : 115.95 vs. SMEAX (71.08).
| SMEAX | VSMAX | SMEAX / VSMAX | |
| Total Expense Ratio | 1.26 | 0.05 | 2,520% |
| Annual Report Gross Expense Ratio | 1.26 | 0.05 | 2,520% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -4.449 | -5.824 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -1.76 | 1.20 | -146% |
| Returns for 3 years | 2.50 | 6.53 | 38% |
| Returns for 5 years | 71.08 | 115.95 | 61% |
| Returns for 10 years | -12.42 | 91.10 | -14% |
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