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SMEAX vs VSCIX
SMEAX vs VSCIX Comparison
Open Charts SMEAX vs VSCIX
Invesco Small Cap Equity A
Price$13.00
Change-$0.96 (-6.88%)
VolumeN/A
Net Assets933.75M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
SMEAX vs VSCIX Comparison Chart
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SMEAX vs. VSCIX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SMEAX (934M). 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 : 1.20 vs. SMEAX (-1.76). VSCIX return over 5 years is better than : 115.95 vs. SMEAX (71.08).
| 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 | -4.449 | -5.824 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 934M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -1.76 | 1.20 | -147% |
| Returns for 3 years | 2.50 | 6.53 | 38% |
| Returns for 5 years | 71.08 | 115.95 | 61% |
| Returns for 10 years | -12.42 | 91.16 | -14% |
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