Interact to see
Advertisement
Advertisement
SMERX vs VSCPX
SMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPX
Invesco Small Cap Equity R
Price$13.13
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.11B
Vanguard Small Cap Index InstlPlus
Price$377.69
Change+$0.86 (+0.23%)
VolumeN/A
Net Assets162.31B
SMERX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMERX vs. VSCPX commentary
Jan 15, 2026
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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SMERX (1.11B). VSCPX pays higher dividends than SMERX: VSCPX (1.35) vs SMERX (0.00). SMERX was incepted earlier than VSCPX: SMERX (24 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 : 13.01 vs. SMERX (1.63). VSCPX return over 5 years is better than : 35.08 vs. SMERX (-9.51).
| 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 | 24 years | 15 years | - |
| Gain YTD | 6.835 | 5.887 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 1.63 | 13.01 | 12% |
| Returns for 3 years | 21.35 | 40.83 | 52% |
| Returns for 5 years | -9.51 | 35.08 | -27% |
| Returns for 10 years | 13.88 | 186.11 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement