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SMEFX vs VSCIX
SMEFX vs VSCIX Comparison
Open Charts SMEFX vs VSCIX
Invesco Small Cap Equity R6
Price$19.84
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
SMEFX vs VSCIX Comparison Chart
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SMEFX vs. VSCIX commentary
Nov 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: 151B vs. SMEFX (1.02B). 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 annual gain was more profitable for investors over the last year : 33.60 vs. VSCIX (30.27). VSCIX return over 5 years is better than : 55.65 vs. SMEFX (29.81).
| 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 | 21.793 | 15.795 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 33.60 | 30.27 | 111% |
| Returns for 3 years | -9.80 | 4.74 | -207% |
| Returns for 5 years | 29.81 | 55.65 | 54% |
| Returns for 10 years | 9.65 | 123.35 | 8% |
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