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SMEFX vs VSCIX
SMEFX vs VSCIX Comparison
Open Charts SMEFX vs VSCIX
Invesco Small Cap Equity R6
Price$19.27
Change+$0.02 (+0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.98
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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SMEFX vs VSCIX Comparison Chart
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SMEFX vs. VSCIX commentary
Oct 18, 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 SMEFX is a StrongBuy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 152B vs. SMEFX (996M). VSCIX pays higher dividends than SMEFX: VSCIX (1.43) vs SMEFX (0.00). SMEFX was incepted earlier than VSCIX: SMEFX (12 years) vs VSCIX (27 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). SMEFX has a lower initial minimum investment than VSCIX: SMEFX (1000000) vs VSCIX (5000000). SMEFX (29.02) and VSCIX (28.46) have marching annual gain over last year. VSCIX return over 5 years is better than : 59.57 vs. SMEFX (30.72).
| SMEFX | VSCIX | SMEFX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 18.171 | 13.912 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 152B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 29.02 | 28.46 | 102% |
| Returns for 3 years | -5.44 | 8.09 | -67% |
| Returns for 5 years | 30.72 | 59.57 | 52% |
| Returns for 10 years | 15.97 | 138.05 | 12% |
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