Ad is loading...
SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$13.40
Change+$0.26 (+1.98%)
VolumeN/A
Net Assets879.9M
Vanguard Small Cap Index InstlPlus
Price$297.71
Change+$6.29 (+2.16%)
VolumeN/A
Net Assets143.36B
SMEAX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SMEAX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SMEAX (880M). VSCPX pays higher dividends than SMEAX: VSCPX (1.54) vs SMEAX (0.00). SMEAX was incepted earlier than VSCPX: SMEAX (25 years) vs VSCPX (14 years). SMEAX (1.26) is less costly to investors than VSCPX (0.03). SMEAX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMEAX has a lower initial minimum investment than VSCPX: SMEAX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.34 vs. SMEAX (-4.92). VSCPX return over 5 years is better than : 71.81 vs. SMEAX (39.19).
| SMEAX | VSCPX | SMEAX / VSCPX | |
| Total Expense Ratio | 1.26 | 0.03 | 4,200% |
| Annual Report Gross Expense Ratio | 1.26 | 0.03 | 4,200% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -10.062 | -12.236 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -4.92 | -2.34 | 210% |
| Returns for 3 years | 3.06 | 4.75 | 64% |
| Returns for 5 years | 39.19 | 71.81 | 55% |
| Returns for 10 years | -17.36 | 79.15 | -22% |