SMERX
Price
$13.31
Change
+$0.09 (+0.68%)
Updated
Jul 3 closing price
Net Assets
1.03B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SMERX vs VSMAX

Header iconSMERX vs VSMAX Comparison
Open Charts SMERX vs VSMAXBanner chart's image
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 %
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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.

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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).
SMERXVSMAXSMERX / VSMAX
Total Expense Ratio1.500.053,000%
Annual Report Gross Expense Ratio1.500.053,000%
Fund Existence23 years25 years-
Gain YTD4.9681.447343%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B148B1%
Annual Yield % from dividends0.001.40-
Returns for 1 year7.6912.2563%
Returns for 3 years33.5037.9588%
Returns for 5 years26.2869.5438%
Returns for 10 years-12.38109.34-11%
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