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SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$15.38
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
SMEAX vs VSCPX Comparison Chart
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SMEAX vs. VSCPX commentary
Jan 19, 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 StrongBuy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SMEAX (1.04B). 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). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. SMEAX (18.67). VSCPX return over 5 years is better than : 49.02 vs. SMEAX (20.53).
| 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 | 5.270 | 3.376 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 18.67 | 21.27 | 88% |
| Returns for 3 years | 10.97 | 17.26 | 64% |
| Returns for 5 years | 20.53 | 49.02 | 42% |
| Returns for 10 years | 4.98 | 127.24 | 4% |