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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$8.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
SMECX vs VSMAX Comparison Chart
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SMECX vs. VSMAX commentary
Jun 07, 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 SMECX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SMECX (971M). VSMAX pays higher dividends than SMECX: VSMAX (1.48) vs SMECX (0.00). SMECX was incepted earlier than VSMAX: SMECX (25 years) vs VSMAX (25 years). SMECX (2.00) is less costly to investors than VSMAX (0.05). SMECX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMECX has a lower initial minimum investment than VSMAX: SMECX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. SMECX (-2.87). VSMAX return over 5 years is better than : 52.62 vs. SMECX (-4.84).
| SMECX | VSMAX | SMECX / VSMAX | |
| Total Expense Ratio | 2.00 | 0.05 | 4,000% |
| Annual Report Gross Expense Ratio | 2.00 | 0.05 | 4,000% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.285 | -3.912 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -2.87 | 4.90 | -59% |
| Returns for 3 years | 6.42 | 18.34 | 35% |
| Returns for 5 years | -4.84 | 52.62 | -9% |
| Returns for 10 years | -37.87 | 96.38 | -39% |
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