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SMERX vs VSCPX
SMERX vs VSCPX Comparison
Open Charts SMERX vs VSCPX
Invesco Small Cap Equity R
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index InstlPlus
Price$341.12
Change+$2.08 (+0.61%)
VolumeN/A
Net Assets153.28B
SMERX vs VSCPX Comparison Chart in %
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SMERX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SMERX (1.02B). 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 : 8.49 vs. SMERX (2.08). VSCPX return over 5 years is better than : 66.90 vs. SMERX (21.39).
| 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 | 23 years | 15 years | - |
| Gain YTD | 4.732 | 2.808 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 2.08 | 8.49 | 24% |
| Returns for 3 years | 27.82 | 34.28 | 81% |
| Returns for 5 years | 21.39 | 66.90 | 32% |
| Returns for 10 years | -10.63 | 115.31 | -9% |
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