Interact to see
Advertisement
Advertisement
SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$13.31
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SMERX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMERX 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 SMERX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMERX (1.03B). VSMAX pays higher dividends than SMERX: VSMAX (1.40) vs SMERX (0.00). SMERX was incepted earlier than VSMAX: SMERX (23 years) vs VSMAX (25 years). SMERX (1.50) is less costly to investors than VSMAX (0.05). SMERX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMERX has a lower initial minimum investment than VSMAX: SMERX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. SMERX (7.69). VSMAX return over 5 years is better than : 69.54 vs. SMERX (26.28).
| SMERX | VSMAX | SMERX / VSMAX | |
| Total Expense Ratio | 1.50 | 0.05 | 3,000% |
| Annual Report Gross Expense Ratio | 1.50 | 0.05 | 3,000% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 4.968 | 1.447 | 343% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 7.69 | 12.25 | 63% |
| Returns for 3 years | 33.50 | 37.95 | 88% |
| Returns for 5 years | 26.28 | 69.54 | 38% |
| Returns for 10 years | -12.38 | 109.34 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement