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SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SMERX vs VSCIX Comparison Chart in %
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SMERX vs. VSCIX commentary
Jul 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SMERX (1.02B). VSCIX pays higher dividends than SMERX: VSCIX (1.41) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (23 years) vs VSCIX (28 years). SMERX (1.50) is less costly to investors than VSCIX (0.04). SMERX is a more actively managed with annual turnover of: 50.00 vs. VSCIX (13.00). SMERX has a lower initial minimum investment than VSCIX: SMERX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 8.49 vs. SMERX (2.08). VSCIX return over 5 years is better than : 66.87 vs. SMERX (21.39).
| SMERX | VSCIX | SMERX / VSCIX | |
| Total Expense Ratio | 1.50 | 0.04 | 3,750% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 4.732 | 2.806 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | 2.08 | 8.49 | 24% |
| Returns for 3 years | 27.82 | 34.26 | 81% |
| Returns for 5 years | 21.39 | 66.87 | 32% |
| Returns for 10 years | -10.63 | 115.25 | -9% |
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