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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
Jul 25, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SMERX (1.18B). VSMAX pays higher dividends than SMERX: VSMAX (1.18) 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 : 20.63 vs. SMERX (9.74). VSMAX return over 5 years is better than : 36.13 vs. SMERX (-7.45).
| 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 | 18.308 | 14.483 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 9.74 | 20.63 | 47% |
| Returns for 3 years | 26.11 | 44.63 | 58% |
| Returns for 5 years | -7.45 | 36.13 | -21% |
| Returns for 10 years | 8.59 | 152.77 | 6% |
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