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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$9.50
Change-$0.06 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SMECX vs VSMAX Comparison Chart
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SMECX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SMECX (988M). 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 (25.54) and SMECX (24.84) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. SMECX (-5.38).
| 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 | 14.734 | 10.898 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 24.84 | 25.54 | 97% |
| Returns for 3 years | -20.77 | 8.91 | -233% |
| Returns for 5 years | -5.38 | 53.45 | -10% |
| Returns for 10 years | -33.33 | 121.55 | -27% |
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