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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
SMERX vs VSMAX Comparison Chart
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SMERX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMERX (971M). VSMAX pays higher dividends than SMERX: VSMAX (1.48) 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 : 4.90 vs. SMERX (1.37). VSMAX return over 5 years is better than : 52.62 vs. SMERX (12.16).
| 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 | -1.104 | -3.912 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 1.37 | 4.90 | 28% |
| Returns for 3 years | 13.79 | 18.34 | 75% |
| Returns for 5 years | 12.16 | 52.62 | 23% |
| Returns for 10 years | -17.99 | 96.38 | -19% |
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