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SMEAX vs VSCIX
SMEAX vs VSCIX Comparison
Open Charts SMEAX vs VSCIX
Invesco Small Cap Equity A
Price$13.40
Change+$0.26 (+1.98%)
VolumeN/A
Net Assets879.9M
Vanguard Small Cap Index I
Price$103.14
Change+$2.18 (+2.16%)
VolumeN/A
Net Assets143.36B
SMEAX vs VSCIX Comparison Chart
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SMEAX vs. VSCIX commentary
Apr 25, 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 SMEAX is a Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SMEAX (880M). VSCIX pays higher dividends than SMEAX: VSCIX (1.53) vs SMEAX (0.00). SMEAX was incepted earlier than VSCIX: SMEAX (25 years) vs VSCIX (28 years). SMEAX (1.26) is less costly to investors than VSCIX (0.04). SMEAX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). SMEAX has a lower initial minimum investment than VSCIX: SMEAX (1000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -2.34 vs. SMEAX (-4.92). VSCIX return over 5 years is better than : 71.79 vs. SMEAX (39.19).
| SMEAX | VSCIX | SMEAX / VSCIX | |
| Total Expense Ratio | 1.26 | 0.04 | 3,150% |
| Annual Report Gross Expense Ratio | 1.26 | 0.04 | 3,150% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | -10.062 | -12.240 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -4.92 | -2.34 | 210% |
| Returns for 3 years | 3.06 | 4.74 | 65% |
| Returns for 5 years | 39.19 | 71.79 | 55% |
| Returns for 10 years | -17.36 | 79.11 | -22% |
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