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SMERX vs VSCPX
SMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPX
Invesco Small Cap Equity R
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index InstlPlus
Price$318.59
Change-$0.50 (-0.16%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCPX Comparison Chart
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SMERX vs. VSCPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMERX (971M). VSCPX pays higher dividends than SMERX: VSCPX (1.50) vs SMERX (0.00). SMERX was incepted earlier than VSCPX: SMERX (23 years) vs VSCPX (14 years). SMERX (1.50) is less costly to investors than VSCPX (0.03). SMERX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). 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 : 4.90 vs. SMERX (1.37). VSCPX return over 5 years is better than : 52.66 vs. SMERX (12.16).
| SMERX | VSCPX | SMERX / VSCPX | |
| Total Expense Ratio | 1.50 | 0.03 | 5,000% |
| Annual Report Gross Expense Ratio | 1.50 | 0.03 | 5,000% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | -1.104 | -3.903 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 1.37 | 4.90 | 28% |
| Returns for 3 years | 13.79 | 18.36 | 75% |
| Returns for 5 years | 12.16 | 52.66 | 23% |
| Returns for 10 years | -17.99 | 96.48 | -19% |
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