SMERX
Price
$13.07
Change
+$0.06 (+0.46%)
Updated
Jun 27 closing price
Net Assets
1B
VSCPX
Price
$328.41
Change
+$0.58 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
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SMERX vs VSCPX

Header iconSMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPXBanner chart's image
Invesco Small Cap Equity R
Price$13.07
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets1B
Vanguard Small Cap Index InstlPlus
Price$328.41
Change+$0.58 (+0.18%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCPX Comparison Chart in %
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SMERX vs. VSCPX 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 VSCPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMERX (1B). VSCPX pays higher dividends than SMERX: VSCPX (1.50) vs SMERX (0.00). SMERX was incepted earlier than VSCPX: SMERX (23 years) vs VSCPX (15 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 : 8.94 vs. SMERX (5.86). VSCPX return over 5 years is better than : 71.11 vs. SMERX (28.81).
SMERXVSCPXSMERX / VSCPX
Total Expense Ratio1.500.035,000%
Annual Report Gross Expense Ratio1.500.035,000%
Fund Existence23 years15 years-
Gain YTD2.603-1.271-205%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1B148B1%
Annual Yield % from dividends0.001.50-
Returns for 1 year5.868.9466%
Returns for 3 years29.4533.3788%
Returns for 5 years28.8171.1141%
Returns for 10 years-14.80103.17-14%
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