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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$14.62
Change-$0.63 (-4.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMEAX (1.05B). 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). VSMAX annual gain was more profitable for investors over the last year : 13.00 vs. SMEAX (10.09). VSMAX return over 5 years is better than : 47.01 vs. SMEAX (16.77).
| 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 | 9.513 | 13.252 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 10.09 | 13.00 | 78% |
| Returns for 3 years | 1.46 | 11.09 | 13% |
| Returns for 5 years | 16.77 | 47.01 | 36% |
| Returns for 10 years | -2.86 | 115.86 | -2% |