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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$8.57
Change-$0.36 (-4.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SMECX vs VSMAX Comparison Chart
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VS
SMECX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SMECX (1.05B). VSMAX pays higher dividends than SMECX: VSMAX (1.42) vs SMECX (0.00). SMECX was incepted earlier than VSMAX: SMECX (24 years) vs VSMAX (24 years). SMECX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). 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 : 19.58 vs. SMECX (9.98). VSMAX return over 5 years is better than : 53.97 vs. SMECX (-1.87).
| SMECX | VSMAX | SMECX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.850 | 18.049 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 9.98 | 19.58 | 51% |
| Returns for 3 years | -3.46 | 15.80 | -22% |
| Returns for 5 years | -1.87 | 53.97 | -3% |
| Returns for 10 years | -30.40 | 125.00 | -24% |
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