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SMERX vs VSCPX
SMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPX
Invesco Small Cap Equity R
Price$13.62
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index InstlPlus
Price$353.08
Change-$0.19 (-0.05%)
VolumeN/A
Net Assets161.26B
SMERX vs VSCPX Comparison Chart in %
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SMERX vs. VSCPX commentary
Sep 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: 161B vs. SMERX (1.05B). VSCPX pays higher dividends than SMERX: VSCPX (1.33) 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 : 9.76 vs. SMERX (2.71). VSCPX return over 5 years is better than : 67.52 vs. SMERX (20.83).
| 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 | 15 years | - |
| Gain YTD | 7.492 | 6.470 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | 2.71 | 9.76 | 28% |
| Returns for 3 years | 30.81 | 38.97 | 79% |
| Returns for 5 years | 20.83 | 67.52 | 31% |
| Returns for 10 years | -2.78 | 133.05 | -2% |
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