Interact to see
Advertisement
Advertisement
SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$15.54
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index InstlPlus
Price$346.47
Change-$2.71 (-0.78%)
VolumeN/A
Net Assets154.18B
SMEAX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SMEAX vs. VSCPX commentary
Aug 27, 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: 154B vs. SMEAX (1.04B). VSCPX pays higher dividends than SMEAX: VSCPX (1.39) 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 : 8.56 vs. SMEAX (2.43). VSCPX return over 5 years is better than : 62.39 vs. SMEAX (22.93).
| 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 | 6.776 | 5.237 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 154B | 1% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | 2.43 | 8.56 | 28% |
| Returns for 3 years | 26.62 | 31.08 | 86% |
| Returns for 5 years | 22.93 | 62.39 | 37% |
| Returns for 10 years | 5.19 | 129.46 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement