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SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$16.65
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMEYX vs VSMAX Comparison Chart in %
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SMEYX vs. VSMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SMEYX (1.02B). VSMAX pays higher dividends than SMEYX: VSMAX (1.40) 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 annual gain was more profitable for investors over the last year : 8.49 vs. SMEYX (4.32). VSMAX return over 5 years is better than : 66.87 vs. SMEYX (32.56).
| 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 | 5.047 | 2.804 | 180% |
| 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 | 4.32 | 8.49 | 51% |
| Returns for 3 years | 32.78 | 34.27 | 96% |
| Returns for 5 years | 32.56 | 66.87 | 49% |
| Returns for 10 years | 4.80 | 115.21 | 4% |
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