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SMECX vs VSCIX
SMECX vs VSCIX Comparison
Open Charts SMECX vs VSCIX
Invesco Small Cap Equity C
Price$8.57
Change-$0.36 (-4.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMECX vs VSCIX Comparison Chart
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SMECX vs. VSCIX commentary
Dec 19, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SMECX (1.05B). VSCIX pays higher dividends than SMECX: VSCIX (1.43) vs SMECX (0.00). SMECX was incepted earlier than VSCIX: SMECX (24 years) vs VSCIX (27 years). 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 : 19.59 vs. SMECX (9.98). VSCIX return over 5 years is better than : 53.99 vs. SMECX (-1.87).
| SMECX | VSCIX | SMECX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 7.850 | 18.051 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 9.98 | 19.59 | 51% |
| Returns for 3 years | -3.46 | 15.81 | -22% |
| Returns for 5 years | -1.87 | 53.99 | -3% |
| Returns for 10 years | -30.40 | 125.06 | -24% |
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