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SMERX vs VSMAX
SMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAX
Invesco Small Cap Equity R
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMERX vs VSMAX Comparison Chart in %
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SMERX vs. VSMAX commentary
Jul 28, 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: 153B vs. SMERX (1.02B). 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 : 8.49 vs. SMERX (2.08). VSMAX return over 5 years is better than : 66.87 vs. SMERX (21.39).
| 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 | 4.732 | 2.804 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | 2.08 | 8.49 | 24% |
| Returns for 3 years | 27.82 | 34.27 | 81% |
| Returns for 5 years | 21.39 | 66.87 | 32% |
| Returns for 10 years | -10.63 | 115.21 | -9% |
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