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SMEFX vs VSCIX
SMEFX vs VSCIX Comparison
Open Charts SMEFX vs VSCIX
Invesco Small Cap Equity R6
Price$18.17
Change-$0.77 (-4.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMEFX vs VSCIX Comparison Chart
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SMEFX 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 SMEFX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SMEFX (1.05B). 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). VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. SMEFX (18.60). VSCIX return over 5 years is better than : 53.99 vs. SMEFX (32.10).
| 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 | 16.268 | 18.051 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| 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 | 18.60 | 19.59 | 95% |
| Returns for 3 years | 9.35 | 15.81 | 59% |
| Returns for 5 years | 32.10 | 53.99 | 59% |
| Returns for 10 years | 17.56 | 125.06 | 14% |
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