Interact to see
Advertisement
Advertisement
SMERX vs VSCIX
SMERX vs VSCIX Comparison
Open Charts SMERX vs VSCIX
Invesco Small Cap Equity R
Price$13.67
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index I
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
SMERX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMERX vs. VSCIX commentary
Dec 04, 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. SMERX (1.05B). VSCIX pays higher dividends than SMERX: VSCIX (1.33) vs SMERX (0.00). SMERX was incepted earlier than VSCIX: SMERX (24 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 : -0.84 vs. SMERX (-8.43). VSCIX return over 5 years is better than : 41.15 vs. SMERX (-0.07).
| 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 | 24 years | 28 years | - |
| Gain YTD | 7.886 | 7.134 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -8.43 | -0.84 | 1,005% |
| Returns for 3 years | 21.49 | 32.18 | 67% |
| Returns for 5 years | -0.07 | 41.15 | -0% |
| Returns for 10 years | -4.47 | 132.08 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| FTT.X | 0.555800 | 0.032413 | +6.19% |
| FTX Token cryptocurrency | |||
| PHB.X | 0.316000 | 0.015207 | +5.06% |
| Phoenix cryptocurrency | |||
| YGG.X | 0.076700 | 0.003283 | +4.47% |
| Yield Guild Games cryptocurrency | |||
| PDA.X | 0.002234 | N/A | N/A |
| PlayDapp cryptocurrency | |||
| ZEC.X | 312.810000 | -29.452698 | -8.61% |
| Zcash cryptocurrency | |||