SMERX
Price
$13.07
Change
+$0.06 (+0.46%)
Updated
Jun 27 closing price
Net Assets
1B
VSCIX
Price
$113.78
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
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SMERX vs VSCIX

Header iconSMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIXBanner chart's image
Invesco Small Cap Equity R
Price$13.07
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets1B
Vanguard Small Cap Index I
Price$113.78
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCIX Comparison Chart in %
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SMERX vs. VSCIX commentary
Jun 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SMERX (1B). 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 : 8.94 vs. SMERX (5.86). VSCIX return over 5 years is better than : 71.09 vs. SMERX (28.81).
SMERXVSCIXSMERX / VSCIX
Total Expense Ratio1.500.043,750%
Annual Report Gross Expense Ratio1.500.043,750%
Fund Existence23 years28 years-
Gain YTD2.603-1.269-205%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1B148B1%
Annual Yield % from dividends0.001.49-
Returns for 1 year5.868.9466%
Returns for 3 years29.4533.3688%
Returns for 5 years28.8171.0941%
Returns for 10 years-14.80103.13-14%
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