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SMEFX vs VSMAX
SMEFX vs VSMAX Comparison
Open Charts SMEFX vs VSMAX
Invesco Small Cap Equity R6
Price$19.27
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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VS
VS
SMEFX vs VSMAX Comparison Chart
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SMEFX vs. VSMAX commentary
Oct 18, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. SMEFX (996M). 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). SMEFX (29.02) and VSMAX (28.45) have marching annual gain over last year. VSMAX return over 5 years is better than : 59.55 vs. SMEFX (30.72).
| 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 | 18.171 | 13.909 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 152B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 29.02 | 28.45 | 102% |
| Returns for 3 years | -5.44 | 8.07 | -67% |
| Returns for 5 years | 30.72 | 59.55 | 52% |
| Returns for 10 years | 15.97 | 137.97 | 12% |
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