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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$13.40
Change+$0.26 (+1.98%)
VolumeN/A
Net Assets879.9M
Vanguard Small Cap Index Admiral Shares
Price$103.15
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SMEAX (880M). 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 : -2.34 vs. SMEAX (-4.92). VSMAX return over 5 years is better than : 71.79 vs. SMEAX (39.19).
| 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 | -10.062 | -12.239 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -4.92 | -2.34 | 210% |
| Returns for 3 years | 3.06 | 4.74 | 65% |
| Returns for 5 years | 39.19 | 71.79 | 55% |
| Returns for 10 years | -17.36 | 79.09 | -22% |
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