SMEAX
Price
$13.82
Change
+$0.04 (+0.29%)
Updated
Feb 23, 6:59 PM EST
VSMAX
Price
$103.79
Change
+$0.25 (+0.24%)
Updated
Feb 23, 6:59 PM EST
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Analysis and predictions SMEAX vs VSMAX

Header iconSMEAX vs VSMAX Comparison
Open Charts SMEAX vs VSMAXBanner chart's image
Invesco Small Cap Equity A
Price$13.82
Change+$0.04 (+0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$103.79
Change+$0.25 (+0.24%)
VolumeN/A
CapitalizationN/A
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SMEAX vs VSMAX Comparison Chart

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VS
SMEAX vs. VSMAX commentary
Feb 25, 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 Buy and VSMAX is a Buy.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 130B vs. SMEAX (908M). VSMAX pays higher dividends than SMEAX: VSMAX (1.60) vs SMEAX (0.00). SMEAX was incepted earlier than VSMAX: SMEAX (24 years) vs VSMAX (23 years). SMEAX (1.26) is less costly to investors than VSMAX (0.05). SMEAX is a more actively managed with annual turnover of: 33.00 vs. VSMAX (14.00). SMEAX has a lower initial minimum investment than VSMAX: SMEAX (1000) vs VSMAX (3000). SMEAX (9.77) and VSMAX (9.44) have marching annual gain over last year. VSMAX return over 5 years is better than : 41.27 vs. SMEAX (26.33).
SMEAXVSMAXSMEAX / VSMAX
Total Expense Ratio1.260.052,520%
Annual Report Gross Expense Ratio1.260.052,520%
Fund Existence24 years23 years-
Gain YTD3.5211.566225%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRA250N/A-
Net Assets908M130B1%
Annual Yield % from dividends0.001.60-
Returns for 1 year9.779.44103%
Returns for 3 years-18.902.15-879%
Returns for 5 years26.3341.2764%
Returns for 10 years24.13102.7323%
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