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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$15.94
Change+$0.22 (+1.40%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SMEYX vs VSMAX Comparison Chart
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SMEYX 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 SMEYX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMEYX (971M). VSMAX pays higher dividends than SMEYX: VSMAX (1.48) vs SMEYX (0.00). SMEYX was incepted earlier than VSMAX: SMEYX (17 years) vs VSMAX (25 years). SMEYX (1.00) is less costly to investors than VSMAX (0.05). SMEYX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). 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 : 5.16 vs. SMEYX (4.45). VSMAX return over 5 years is better than : 52.39 vs. SMEYX (22.53).
| SMEYX | VSMAX | SMEYX / VSMAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -0.820 | -4.060 | 20% |
| 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 | 4.45 | 5.16 | 86% |
| Returns for 3 years | 17.05 | 16.71 | 102% |
| Returns for 5 years | 22.53 | 52.39 | 43% |
| Returns for 10 years | -3.66 | 96.62 | -4% |
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