Interact to see
Advertisement
Advertisement
SMEYX vs VSMAX
SMEYX vs VSMAX Comparison
Open Charts SMEYX vs VSMAX
Invesco Small Cap Equity Y
Price$16.67
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SMEYX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMEYX 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 SMEYX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMEYX (1.03B). 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 : 12.25 vs. SMEYX (9.96). VSMAX return over 5 years is better than : 69.54 vs. SMEYX (37.88).
| 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 | 5.173 | 1.447 | 357% |
| 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 | 9.96 | 12.25 | 81% |
| Returns for 3 years | 38.69 | 37.95 | 102% |
| Returns for 5 years | 37.88 | 69.54 | 54% |
| Returns for 10 years | 2.67 | 109.34 | 2% |