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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$13.36
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMERX vs VSCIX Comparison Chart
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SMERX vs. VSCIX commentary
Jan 19, 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: 155B vs. SMERX (1.04B). 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 : 21.27 vs. SMERX (17.19). VSCIX return over 5 years is better than : 49.01 vs. SMERX (14.29).
| 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 | 5.363 | 3.378 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 17.19 | 21.27 | 81% |
| Returns for 3 years | 8.53 | 17.25 | 49% |
| Returns for 5 years | 14.29 | 49.01 | 29% |
| Returns for 10 years | -4.64 | 127.16 | -4% |
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