Interact to see
Advertisement
Advertisement
SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$13.20
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SMERX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMERX vs. VSMAX commentary
Aug 17, 2025
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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMERX (1.02B). VSMAX pays higher dividends than SMERX: VSMAX (1.37) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (23 years) vs VSMAX (25 years). SMERX (1.50) is less costly to investors than VSMAX (0.05). SMERX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMERX has a lower initial minimum investment than VSMAX: SMERX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. SMERX (2.25). VSMAX return over 5 years is better than : 57.73 vs. SMERX (13.01).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | 1.50 | 0.05 | 3,000% |
| Annual Report Gross Expense Ratio | 1.50 | 0.05 | 3,000% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 4.101 | 2.517 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 154B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 2.25 | 9.17 | 24% |
| Returns for 3 years | 14.19 | 20.48 | 69% |
| Returns for 5 years | 13.01 | 57.73 | 23% |
| Returns for 10 years | -11.17 | 113.12 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement