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SMEIX vs VSMAX
SMEIX vs VSMAX Comparison
Open Charts SMEIX vs VSMAX
Invesco Small Cap Equity R5
Price$20.52
Change+$0.31 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
SMEIX vs VSMAX Comparison Chart
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VS
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SMEIX vs. VSMAX commentary
Nov 23, 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 SMEIX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SMEIX (1.06B). VSMAX pays higher dividends than SMEIX: VSMAX (1.42) vs SMEIX (0.00). SMEIX was incepted earlier than VSMAX: SMEIX (20 years) vs VSMAX (24 years). SMEIX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than SMEIX: VSMAX (3000) vs SMEIX (1000000). SMEIX annual gain was more profitable for investors over the last year : 38.09 vs. VSMAX (34.52). VSMAX return over 5 years is better than : 63.57 vs. SMEIX (36.67).
| SMEIX | VSMAX | SMEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 27.771 | 21.100 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 38.09 | 34.52 | 110% |
| Returns for 3 years | -2.91 | 12.56 | -23% |
| Returns for 5 years | 36.67 | 63.57 | 58% |
| Returns for 10 years | 11.68 | 130.29 | 9% |
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