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SMEYX vs VSCIX
SMEYX vs VSCIX Comparison
Open Charts SMEYX vs VSCIX
Invesco Small Cap Equity Y
Price$15.66
Change-$0.25 (-1.57%)
VolumeN/A
Net Assets982.46M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SMEYX vs VSCIX Comparison Chart
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SMEYX vs. VSCIX commentary
Jun 14, 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 SMEYX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SMEYX (982M). VSCIX pays higher dividends than SMEYX: VSCIX (1.49) vs SMEYX (0.00). SMEYX was incepted earlier than VSCIX: SMEYX (17 years) vs VSCIX (28 years). SMEYX (1.00) is less costly to investors than VSCIX (0.04). SMEYX is a more actively managed with annual turnover of: 50.00 vs. VSCIX (13.00). SMEYX has a lower initial minimum investment than VSCIX: SMEYX (1000) vs VSCIX (5000000). VSCIX (5.22) and SMEYX (5.03) have marching annual gain over last year. VSCIX return over 5 years is better than : 63.40 vs. SMEYX (33.04).
| SMEYX | VSCIX | SMEYX / VSCIX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.00 | 0.04 | 2,500% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -1.199 | -4.355 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | 5.03 | 5.22 | 96% |
| Returns for 3 years | 30.17 | 31.38 | 96% |
| Returns for 5 years | 33.04 | 63.40 | 52% |
| Returns for 10 years | -5.36 | 93.42 | -6% |
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