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SMERX vs VSMAX
SMERX vs VSMAX Comparison
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SMERX vs VSMAX Comparison Chart in %
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SMERX vs. VSMAX commentary
Sep 22, 2026
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: 185B vs. SMERX (1.09B). VSMAX pays higher dividends than SMERX: VSMAX (1.20) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (24 years) vs VSMAX (26 years). SMERX (1.47) is less costly to investors than VSMAX (0.05). SMERX is a more actively managed with annual turnover of: 60.00 vs. VSMAX (17.00). 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 : 12.73 vs. SMERX (-1.45). VSMAX return over 5 years is better than : 32.62 vs. SMERX (-13.42).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | 1.47 | 0.05 | 2,940% |
| Annual Report Gross Expense Ratio | 1.47 | 0.05 | 2,940% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 10.740 | 12.432 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 185B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -1.45 | 12.73 | -11% |
| Returns for 3 years | 26.37 | 55.38 | 48% |
| Returns for 5 years | -13.42 | 32.62 | -41% |
| Returns for 10 years | 0.74 | 145.70 | 1% |
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