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MXERX vs VSMAX
MXERX vs VSMAX Comparison
Open Charts MXERX vs VSMAX
Empower S&P SmallCap 600® Index Instl
Price$6.34
Change+$0.03 (+0.48%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
MXERX vs VSMAX Comparison Chart in %
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MXERX vs. VSMAX commentary
Jul 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 MXERX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. MXERX (1.02B). MXERX pays higher dividends than VSMAX: MXERX (2.40) vs VSMAX (1.40). 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 : 12.25 vs. MXERX (0.56). VSMAX return over 5 years is better than : 69.54 vs. MXERX (12.82).
| 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 | -1.400 | 1.447 | -97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 148B | 1% |
| Annual Yield % from dividends | 2.40 | 1.40 | 172% |
| Returns for 1 year | 0.56 | 12.25 | 5% |
| Returns for 3 years | 0.46 | 37.95 | 1% |
| Returns for 5 years | 12.82 | 69.54 | 18% |
| Returns for 10 years | -20.25 | 109.34 | -19% |
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