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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$15.66
Change-$0.25 (-1.57%)
VolumeN/A
Net Assets982.46M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SMEYX vs VSMAX Comparison Chart
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SMEYX vs. VSMAX commentary
Jun 14, 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 SMEYX is a Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMEYX (982M). VSMAX pays higher dividends than SMEYX: VSMAX (1.48) vs SMEYX (0.00). SMEYX was incepted earlier than VSMAX: SMEYX (17 years) vs VSMAX (25 years). SMEYX (1.00) is less costly to investors than VSMAX (0.05). SMEYX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMEYX has a lower initial minimum investment than VSMAX: SMEYX (1000) vs VSMAX (3000). VSMAX (5.22) and SMEYX (5.03) have marching annual gain over last year. VSMAX return over 5 years is better than : 63.38 vs. SMEYX (33.04).
| SMEYX | VSMAX | SMEYX / VSMAX | |
| Total Expense Ratio | 1.00 | 0.05 | 2,000% |
| Annual Report Gross Expense Ratio | 1.00 | 0.05 | 2,000% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -1.199 | -4.364 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | 5.03 | 5.22 | 96% |
| Returns for 3 years | 30.17 | 31.37 | 96% |
| Returns for 5 years | 33.04 | 63.38 | 52% |
| Returns for 10 years | -5.36 | 93.38 | -6% |
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