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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$13.83
Change+$0.15 (+1.10%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index I
Price$123.22
Change+$0.84 (+0.69%)
VolumeN/A
Net Assets161.58B
SMERX vs VSCIX Comparison Chart in %
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SMERX vs. VSCIX commentary
Nov 27, 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. SMERX (1.05B). VSCIX pays higher dividends than SMERX: VSCIX (1.35) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (24 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 : -1.43 vs. SMERX (-8.05). VSCIX return over 5 years is better than : 40.55 vs. SMERX (0.80).
| 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 | 24 years | 28 years | - |
| Gain YTD | 9.069 | 6.533 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -8.05 | -1.43 | 564% |
| Returns for 3 years | 24.48 | 33.00 | 74% |
| Returns for 5 years | 0.80 | 40.55 | 2% |
| Returns for 10 years | -4.62 | 127.60 | -4% |
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