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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$15.84
Change-$0.53 (-3.24%)
VolumeN/A
Net Assets977.29M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SMEYX vs VSMAX Comparison Chart
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SMEYX vs. VSMAX commentary
Feb 23, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMEYX (977M). 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 : 14.26 vs. SMEYX (10.31). VSMAX return over 5 years is better than : 48.38 vs. SMEYX (23.18).
| 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 | 3.281 | 2.388 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 10.31 | 14.26 | 72% |
| Returns for 3 years | 16.85 | 22.07 | 76% |
| Returns for 5 years | 23.18 | 48.38 | 48% |
| Returns for 10 years | 2.65 | 111.34 | 2% |