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SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$16.20
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
SMEAX vs VSCPX Comparison Chart
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SMEAX vs. VSCPX commentary
Nov 18, 2024
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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. SMEAX (1.02B). VSCPX pays higher dividends than SMEAX: VSCPX (1.44) vs SMEAX (0.00). SMEAX was incepted earlier than VSCPX: SMEAX (24 years) vs VSCPX (14 years). 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). SMEAX annual gain was more profitable for investors over the last year : 32.90 vs. VSCPX (30.29). VSCPX return over 5 years is better than : 55.66 vs. SMEAX (20.09).
| SMEAX | VSCPX | SMEAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 21.348 | 15.805 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 32.90 | 30.29 | 109% |
| Returns for 3 years | -13.97 | 4.74 | -294% |
| Returns for 5 years | 20.09 | 55.66 | 36% |
| Returns for 10 years | -5.04 | 123.43 | -4% |
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