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SMEFX vs VSMAX
SMEFX vs VSMAX Comparison
Open Charts SMEFX vs VSMAX
Invesco Small Cap Equity R6
Price$18.17
Change-$0.77 (-4.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMEFX vs VSMAX Comparison Chart
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SMEFX 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 SMEFX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMEFX (1.05B). VSMAX pays higher dividends than SMEFX: VSMAX (1.42) vs SMEFX (0.00). SMEFX was incepted earlier than VSMAX: SMEFX (12 years) vs VSMAX (24 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SMEFX: VSMAX (3000) vs SMEFX (1000000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SMEFX (18.60). VSMAX return over 5 years is better than : 53.97 vs. SMEFX (32.10).
| SMEFX | VSMAX | SMEFX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 16.268 | 18.049 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| 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 | 18.60 | 19.58 | 95% |
| Returns for 3 years | 9.35 | 15.80 | 59% |
| Returns for 5 years | 32.10 | 53.97 | 59% |
| Returns for 10 years | 17.56 | 125.00 | 14% |
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