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SMEIX vs VSMAX
SMEIX vs VSMAX Comparison
Open Charts SMEIX vs VSMAX
Invesco Small Cap Equity R5
Price$18.59
Change-$0.13 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SMEIX vs VSMAX Comparison Chart
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SMEIX vs. VSMAX commentary
Sep 21, 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: 149B vs. SMEIX (988M). VSMAX pays higher dividends than SMEIX: VSMAX (1.42) vs SMEIX (0.00). SMEIX was incepted earlier than VSMAX: SMEIX (19 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). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. SMEIX (20.95). VSMAX return over 5 years is better than : 53.45 vs. SMEIX (22.62).
| SMEIX | VSMAX | SMEIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 13.574 | 10.898 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 20.95 | 25.54 | 82% |
| Returns for 3 years | -9.14 | 8.91 | -103% |
| Returns for 5 years | 22.62 | 53.45 | 42% |
| Returns for 10 years | 3.25 | 121.55 | 3% |
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