Interact to see
Advertisement
Advertisement
SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
SMERX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMERX vs. VSMAX commentary
Jun 03, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. SMERX (1.16B). VSMAX pays higher dividends than SMERX: VSMAX (1.19) 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 : 28.97 vs. SMERX (14.27). VSMAX return over 5 years is better than : 33.53 vs. SMERX (-10.60).
| 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 | 15.297 | 13.705 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 177B | 1% |
| Annual Yield % from dividends | 0.00 | 1.19 | - |
| Returns for 1 year | 14.27 | 28.97 | 49% |
| Returns for 3 years | 32.18 | 54.98 | 59% |
| Returns for 5 years | -10.60 | 33.53 | -32% |
| Returns for 10 years | 6.70 | 161.23 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement