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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index I
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCIX Comparison Chart
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SMERX vs. VSCIX commentary
Jun 07, 2025
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 Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SMERX (971M). VSCIX pays higher dividends than SMERX: VSCIX (1.49) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (23 years) vs VSCIX (28 years). SMERX (1.50) is less costly to investors than VSCIX (0.04). SMERX is a more actively managed with annual turnover of: 50.00 vs. VSCIX (13.00). 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 : 4.90 vs. SMERX (1.37). VSCIX return over 5 years is better than : 52.64 vs. SMERX (12.16).
| SMERX | VSCIX | SMERX / VSCIX | |
| Total Expense Ratio | 1.50 | 0.04 | 3,750% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | -1.104 | -3.903 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 1.37 | 4.90 | 28% |
| Returns for 3 years | 13.79 | 18.35 | 75% |
| Returns for 5 years | 12.16 | 52.64 | 23% |
| Returns for 10 years | -17.99 | 96.43 | -19% |
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