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SMECX vs VSCIX
SMECX vs VSCIX Comparison
Open Charts SMECX vs VSCIX
Invesco Small Cap Equity C
Price$7.57
Change+$0.05 (+0.66%)
VolumeN/A
Net Assets861.2M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
SMECX vs VSCIX Comparison Chart
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SMECX vs. VSCIX commentary
Apr 18, 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 SMECX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SMECX (861M). VSCIX pays higher dividends than SMECX: VSCIX (1.53) vs SMECX (0.00). SMECX was incepted earlier than VSCIX: SMECX (25 years) vs VSCIX (28 years). SMECX (2.01) is less costly to investors than VSCIX (0.04). SMECX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). SMECX has a lower initial minimum investment than VSCIX: SMECX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -2.39 vs. SMECX (-9.51). VSCIX return over 5 years is better than : 66.91 vs. SMECX (8.36).
| SMECX | VSCIX | SMECX / VSCIX | |
| Total Expense Ratio | 2.01 | 0.04 | 5,025% |
| Annual Report Gross Expense Ratio | 2.01 | 0.04 | 5,025% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -12.150 | -14.447 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -9.51 | -2.39 | 398% |
| Returns for 3 years | -9.51 | 0.57 | -1,655% |
| Returns for 5 years | 8.36 | 66.91 | 12% |
| Returns for 10 years | -44.83 | 73.72 | -61% |