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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$12.70
Change-$0.54 (-4.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMERX vs VSMAX Comparison Chart
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VS
VS
SMERX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMERX (1.05B). VSMAX pays higher dividends than SMERX: VSMAX (1.42) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (23 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). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SMERX (14.93). VSMAX return over 5 years is better than : 53.97 vs. SMERX (15.73).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 12.681 | 18.049 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 14.93 | 19.58 | 76% |
| Returns for 3 years | 3.44 | 15.80 | 22% |
| Returns for 5 years | 15.73 | 53.97 | 29% |
| Returns for 10 years | -7.99 | 125.00 | -6% |
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