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SMEYX vs VSCIX
SMEYX vs VSCIX Comparison
Open Charts SMEYX vs VSCIX
Invesco Small Cap Equity Y
Price$16.70
Change+$0.12 (+0.72%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMEYX vs VSCIX Comparison Chart
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SMEYX 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 SMEYX is a StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. SMEYX (1.04B). VSCIX pays higher dividends than SMEYX: VSCIX (1.43) vs SMEYX (0.00). SMEYX was incepted earlier than VSCIX: SMEYX (16 years) vs VSCIX (28 years). SMEYX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). SMEYX has a lower initial minimum investment than VSCIX: SMEYX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. SMEYX (19.71). VSCIX return over 5 years is better than : 49.01 vs. SMEYX (24.73).
| SMEYX | VSCIX | SMEYX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 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 | 19.71 | 21.27 | 93% |
| Returns for 3 years | 12.69 | 17.25 | 74% |
| Returns for 5 years | 24.73 | 49.01 | 50% |
| Returns for 10 years | 11.72 | 127.16 | 9% |
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