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SMEAX vs VSMAX
SMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAX
Invesco Small Cap Equity A
Price$14.93
Change-$0.17 (-1.13%)
VolumeN/A
Net Assets995.49M
Vanguard Small Cap Index Admiral Shares
Price$113.88
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
SMEAX vs VSMAX Comparison Chart in %
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SMEAX vs. VSMAX commentary
Aug 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SMEAX (995M). VSMAX pays higher dividends than SMEAX: VSMAX (1.37) 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 : 4.64 vs. SMEAX (0.67). VSMAX return over 5 years is better than : 58.47 vs. SMEAX (22.88).
| 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 | 2.190 | -0.945 | -232% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 995M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 0.67 | 4.64 | 15% |
| Returns for 3 years | 22.38 | 24.17 | 93% |
| Returns for 5 years | 22.88 | 58.47 | 39% |
| Returns for 10 years | -5.21 | 105.64 | -5% |
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