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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$11.23
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets861.2M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SMERX vs VSMAX Comparison Chart
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SMERX vs. VSMAX commentary
Apr 18, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SMERX (861M). VSMAX pays higher dividends than SMERX: VSMAX (1.52) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (23 years) vs VSMAX (24 years). SMERX (1.51) is less costly to investors than VSMAX (0.05). 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 : -2.40 vs. SMERX (-5.58). VSMAX return over 5 years is better than : 66.89 vs. SMERX (27.69).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | 1.51 | 0.05 | 3,020% |
| Annual Report Gross Expense Ratio | 1.51 | 0.05 | 3,020% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -11.987 | -14.455 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -5.58 | -2.40 | 233% |
| Returns for 3 years | -3.13 | 0.56 | -561% |
| Returns for 5 years | 27.69 | 66.89 | 41% |
| Returns for 10 years | -27.15 | 73.68 | -37% |
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