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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$12.70
Change-$0.54 (-4.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMERX vs VSCIX Comparison Chart
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SMERX 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 SMERX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SMERX (1.05B). VSCIX pays higher dividends than SMERX: VSCIX (1.43) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (23 years) vs VSCIX (27 years). SMERX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). SMERX has a lower initial minimum investment than VSCIX: SMERX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 19.59 vs. SMERX (14.93). VSCIX return over 5 years is better than : 53.99 vs. SMERX (15.73).
| SMERX | VSCIX | SMERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 12.681 | 18.051 | 70% |
| 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 | 14.93 | 19.59 | 76% |
| Returns for 3 years | 3.44 | 15.81 | 22% |
| Returns for 5 years | 15.73 | 53.99 | 29% |
| Returns for 10 years | -7.99 | 125.06 | -6% |
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