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SMECX vs VSCPX
SMECX vs VSCPX Comparison
Open Charts SMECX vs VSCPX
Invesco Small Cap Equity C
Price$9.50
Change-$0.06 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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SMECX vs VSCPX Comparison Chart
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SMECX vs. VSCPX commentary
Sep 21, 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 SMECX is a StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. SMECX (988M). VSCPX pays higher dividends than SMECX: VSCPX (1.44) vs SMECX (0.00). SMECX was incepted earlier than VSCPX: SMECX (24 years) vs VSCPX (14 years). SMECX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMECX has a lower initial minimum investment than VSCPX: SMECX (1000) vs VSCPX (100000000). VSCPX (25.55) and SMECX (24.84) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.49 vs. SMECX (-5.38).
| SMECX | VSCPX | SMECX / 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 | 14.734 | 10.906 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 24.84 | 25.55 | 97% |
| Returns for 3 years | -20.77 | 8.92 | -233% |
| Returns for 5 years | -5.38 | 53.49 | -10% |
| Returns for 10 years | -33.33 | 121.69 | -27% |
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