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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$13.73
Change-$0.16 (-1.15%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SMERX vs VSMAX Comparison Chart in %
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SMERX vs. VSMAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMERX (1.07B). VSMAX pays higher dividends than SMERX: VSMAX (1.34) 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 : 10.45 vs. SMERX (3.58). VSMAX return over 5 years is better than : 59.14 vs. SMERX (14.13).
| 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 | 9.543 | 7.706 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | 3.58 | 10.45 | 34% |
| Returns for 3 years | 38.90 | 48.67 | 80% |
| Returns for 5 years | 14.13 | 59.14 | 24% |
| Returns for 10 years | -1.21 | 134.44 | -1% |
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