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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$13.36
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMERX vs VSMAX Comparison Chart
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VS
VS
SMERX vs. VSMAX commentary
Jan 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SMERX (1.04B). 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 : 21.26 vs. SMERX (17.19). VSMAX return over 5 years is better than : 48.99 vs. SMERX (14.29).
| 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 | 5.363 | 3.369 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 17.19 | 21.26 | 81% |
| Returns for 3 years | 8.53 | 17.25 | 49% |
| Returns for 5 years | 14.29 | 48.99 | 29% |
| Returns for 10 years | -4.64 | 127.10 | -4% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHG | 28.29 | 0.37 | +1.33% |
| Schwab US Large-Cap Growth ETF™ | |||
| NTSE | 28.66 | 0.12 | +0.43% |
| WisdomTree Emerging Mkts Effcnt Cr ETF | |||
| FXG | 63.88 | 0.15 | +0.24% |
| First Trust Cnsmr Staples AlphaDEX® ETF | |||
| FDEV | 27.57 | N/A | N/A |
| Fidelity International Multifactor ETF | |||
| YEAR | 50.41 | -0.02 | -0.04% |
| AB Ultra Short Income ETF | |||