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SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$15.84
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Index InstlPlus
Price$353.56
Change-$3.58 (-1.00%)
VolumeN/A
Net Assets162.36B
SMEAX vs VSCPX Comparison Chart in %
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SMEAX vs. VSCPX commentary
Oct 09, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SMEAX (1.07B). VSCPX pays higher dividends than SMEAX: VSCPX (1.36) vs SMEAX (0.00). SMEAX was incepted earlier than VSCPX: SMEAX (25 years) vs VSCPX (15 years). SMEAX (1.25) is less costly to investors than VSCPX (0.03). SMEAX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). 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 : 10.45 vs. SMEAX (4.84). VSCPX return over 5 years is better than : 59.17 vs. SMEAX (20.36).
| SMEAX | VSCPX | SMEAX / VSCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.03 | 4,167% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 9.651 | 7.712 | 125% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 4.84 | 10.45 | 46% |
| Returns for 3 years | 42.02 | 48.69 | 86% |
| Returns for 5 years | 20.36 | 59.17 | 34% |
| Returns for 10 years | 8.76 | 134.54 | 7% |
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