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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$14.12
Change-$1.04 (-6.86%)
VolumeN/A
Net Assets933.75M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
SMEYX vs VSMAX Comparison Chart
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SMEYX vs. VSMAX commentary
Apr 04, 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: 153B vs. SMEYX (934M). VSMAX pays higher dividends than SMEYX: VSMAX (1.52) vs SMEYX (0.00). SMEYX was incepted earlier than VSMAX: SMEYX (17 years) vs VSMAX (24 years). SMEYX (1.01) is less costly to investors than VSMAX (0.05). 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 : 1.20 vs. SMEYX (-0.92). VSMAX return over 5 years is better than : 115.95 vs. SMEYX (76.83).
| SMEYX | VSMAX | SMEYX / VSMAX | |
| Total Expense Ratio | 1.01 | 0.05 | 2,020% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -4.353 | -5.824 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -0.92 | 1.20 | -76% |
| Returns for 3 years | 4.12 | 6.53 | 63% |
| Returns for 5 years | 76.83 | 115.95 | 66% |
| Returns for 10 years | -6.86 | 91.10 | -8% |