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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$16.27
Change-$0.17 (-1.03%)
VolumeN/A
Net Assets998.62M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
SMEYX vs VSMAX Comparison Chart in %
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SMEYX vs. VSMAX commentary
Aug 08, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SMEYX (999M). VSMAX pays higher dividends than SMEYX: VSMAX (1.37) 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 : 11.56 vs. SMEYX (8.23). VSMAX return over 5 years is better than : 55.27 vs. SMEYX (23.43).
| 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 | 3.722 | 0.656 | 568% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 999M | 154B | 1% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | 8.23 | 11.56 | 71% |
| Returns for 3 years | 22.96 | 24.25 | 95% |
| Returns for 5 years | 23.43 | 55.27 | 42% |
| Returns for 10 years | 4.07 | 111.53 | 4% |
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