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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$15.87
Change-$0.67 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMEYX vs VSMAX Comparison Chart
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VS
VS
SMEYX vs. VSMAX commentary
Dec 19, 2024
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 SMEYX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMEYX (1.05B). VSMAX pays higher dividends than SMEYX: VSMAX (1.42) vs SMEYX (0.00). SMEYX was incepted earlier than VSMAX: SMEYX (16 years) vs VSMAX (24 years). SMEYX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). SMEYX has a lower initial minimum investment than VSMAX: SMEYX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 19.58 vs. SMEYX (17.39). VSMAX return over 5 years is better than : 53.97 vs. SMEYX (26.36).
| SMEYX | VSMAX | SMEYX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 15.101 | 18.049 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 17.39 | 19.58 | 89% |
| Returns for 3 years | 7.40 | 15.80 | 47% |
| Returns for 5 years | 26.36 | 53.97 | 49% |
| Returns for 10 years | 7.77 | 125.00 | 6% |