Interact to see
Advertisement
Advertisement
MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.42
Change-$0.04 (-0.62%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
MXERX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MXERX vs. VSMAX commentary
Aug 18, 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 MXERX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. MXERX (1.05B). MXERX pays higher dividends than VSMAX: MXERX (2.38) vs VSMAX (1.37). MXERX was incepted earlier than VSMAX: MXERX (10 years) vs VSMAX (25 years). MXERX (0.21) is less costly to investors than VSMAX (0.05). MXERX is a more actively managed with annual turnover of: 27.00 vs. VSMAX (13.00). MXERX has a lower initial minimum investment than VSMAX: MXERX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. MXERX (-3.83). VSMAX return over 5 years is better than : 57.73 vs. MXERX (2.55).
| MXERX | VSMAX | MXERX / VSMAX | |
| Total Expense Ratio | 0.21 | 0.05 | 420% |
| Annual Report Gross Expense Ratio | 0.21 | 0.05 | 420% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -0.156 | 2.517 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 154B | 1% |
| Annual Yield % from dividends | 2.38 | 1.37 | 174% |
| Returns for 1 year | -3.83 | 9.17 | -42% |
| Returns for 3 years | -10.92 | 20.48 | -53% |
| Returns for 5 years | 2.55 | 57.73 | 4% |
| Returns for 10 years | -18.44 | 113.12 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement