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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$14.22
Change-$0.17 (-1.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
SMERX vs VSMAX Comparison Chart
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VS
SMERX vs. VSMAX commentary
Nov 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 SMERX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SMERX (1.02B). VSMAX pays higher dividends than SMERX: VSMAX (1.42) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (22 years) vs VSMAX (24 years). SMERX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). SMERX has a lower initial minimum investment than VSMAX: SMERX (1000) vs VSMAX (3000). SMERX annual gain was more profitable for investors over the last year : 32.53 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. SMERX (13.94).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 21.021 | 15.803 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 32.53 | 30.28 | 107% |
| Returns for 3 years | -16.74 | 4.74 | -353% |
| Returns for 5 years | 13.94 | 55.62 | 25% |
| Returns for 10 years | -13.40 | 123.30 | -11% |