SMERX
Price
$13.31
Change
+$0.09 (+0.68%)
Updated
Jul 3 closing price
Net Assets
1.03B
VSCIX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SMERX vs VSCIX

Header iconSMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIXBanner chart's image
Invesco Small Cap Equity R
Price$13.31
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCIX Comparison Chart in %
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SMERX vs. VSCIX commentary
Jul 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 VSCIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SMERX (1.03B). 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 : 12.26 vs. SMERX (7.69). VSCIX return over 5 years is better than : 69.54 vs. SMERX (26.28).
SMERXVSCIXSMERX / VSCIX
Total Expense Ratio1.500.043,750%
Annual Report Gross Expense Ratio1.500.043,750%
Fund Existence23 years28 years-
Gain YTD4.9681.448343%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B148B1%
Annual Yield % from dividends0.001.41-
Returns for 1 year7.6912.2663%
Returns for 3 years33.5037.9488%
Returns for 5 years26.2869.5438%
Returns for 10 years-12.38109.37-11%
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