SMERX
Price
$13.31
Change
+$0.09 (+0.68%)
Updated
Jul 3 closing price
Net Assets
1.03B
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SMERX vs VSCPX

Header iconSMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPXBanner 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 InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SMERX vs VSCPX Comparison Chart in %
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SMERX vs. VSCPX 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 VSCPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMERX (1.03B). VSCPX pays higher dividends than SMERX: VSCPX (1.42) vs SMERX (0.00). SMERX was incepted earlier than VSCPX: SMERX (23 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 : 12.26 vs. SMERX (7.69). VSCPX return over 5 years is better than : 69.56 vs. SMERX (26.28).
SMERXVSCPXSMERX / VSCPX
Total Expense Ratio1.500.035,000%
Annual Report Gross Expense Ratio1.500.035,000%
Fund Existence23 years15 years-
Gain YTD4.9681.452342%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.03B148B1%
Annual Yield % from dividends0.001.42-
Returns for 1 year7.6912.2663%
Returns for 3 years33.5037.9688%
Returns for 5 years26.2869.5638%
Returns for 10 years-12.38109.40-11%
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