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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$15.38
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMEAX vs VSMAX Comparison Chart
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SMEAX vs. VSMAX commentary
Jan 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SMEAX (1.04B). 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 : 21.26 vs. SMEAX (18.67). VSMAX return over 5 years is better than : 48.99 vs. SMEAX (20.53).
| 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 | 5.270 | 3.369 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 18.67 | 21.26 | 88% |
| Returns for 3 years | 10.97 | 17.25 | 64% |
| Returns for 5 years | 20.53 | 48.99 | 42% |
| Returns for 10 years | 4.98 | 127.10 | 4% |
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