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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$15.84
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SMEAX vs VSMAX Comparison Chart in %
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SMEAX vs. VSMAX commentary
Oct 09, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMEAX (1.07B). VSMAX pays higher dividends than SMEAX: VSMAX (1.34) 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 : 10.45 vs. SMEAX (4.84). VSMAX return over 5 years is better than : 59.14 vs. SMEAX (20.36).
| 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 | 9.651 | 7.706 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 4.84 | 10.45 | 46% |
| Returns for 3 years | 42.02 | 48.67 | 86% |
| Returns for 5 years | 20.36 | 59.14 | 34% |
| Returns for 10 years | 8.76 | 134.44 | 7% |
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