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SMERX vs VSCPX
SMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPX
Invesco Small Cap Equity R
Price$11.23
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets861.2M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
SMERX vs VSCPX Comparison Chart
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SMERX vs. VSCPX commentary
Apr 18, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SMERX (861M). VSCPX pays higher dividends than SMERX: VSCPX (1.54) vs SMERX (0.00). SMERX was incepted earlier than VSCPX: SMERX (23 years) vs VSCPX (14 years). SMERX (1.51) is less costly to investors than VSCPX (0.03). SMERX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMERX has a lower initial minimum investment than VSCPX: SMERX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.39 vs. SMERX (-5.58). VSCPX return over 5 years is better than : 66.94 vs. SMERX (27.69).
| SMERX | VSCPX | SMERX / VSCPX | |
| Total Expense Ratio | 1.51 | 0.03 | 5,033% |
| Annual Report Gross Expense Ratio | 1.51 | 0.03 | 5,033% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -11.987 | -14.450 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -5.58 | -2.39 | 234% |
| Returns for 3 years | -3.13 | 0.58 | -542% |
| Returns for 5 years | 27.69 | 66.94 | 41% |
| Returns for 10 years | -27.15 | 73.76 | -37% |