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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$12.67
Change-$0.42 (-3.21%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SMERX vs VSCIX Comparison Chart
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SMERX vs. VSCIX commentary
Feb 22, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SMERX (1.01B). VSCIX pays higher dividends than SMERX: VSCIX (1.43) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (23 years) vs VSCIX (28 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 : 16.64 vs. SMERX (10.51). VSCIX return over 5 years is better than : 49.79 vs. SMERX (14.22).
| SMERX | VSCIX | SMERX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.495 | 3.361 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 10.51 | 16.64 | 63% |
| Returns for 3 years | 12.19 | 21.48 | 57% |
| Returns for 5 years | 14.22 | 49.79 | 29% |
| Returns for 10 years | -11.01 | 113.60 | -10% |
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