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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$9.01
Change+$0.06 (+0.67%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SMECX vs VSMAX Comparison Chart
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SMECX vs. VSMAX commentary
Jan 19, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SMECX (1.04B). 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 : 21.26 vs. SMECX (12.20). VSMAX return over 5 years is better than : 48.99 vs. SMECX (-3.12).
| 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 | 5.257 | 3.369 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 12.20 | 21.26 | 57% |
| Returns for 3 years | 1.35 | 17.25 | 8% |
| Returns for 5 years | -3.12 | 48.99 | -6% |
| Returns for 10 years | -27.80 | 127.10 | -22% |