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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$9.23
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets1.07B
Vanguard Small Cap Index Admiral Shares
Price$122.50
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
SMECX vs VSMAX Comparison Chart in %
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SMECX vs. VSMAX commentary
Oct 08, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SMECX (1.07B). VSMAX pays higher dividends than SMECX: VSMAX (1.34) 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 : 10.45 vs. SMECX (-0.85). VSMAX return over 5 years is better than : 59.14 vs. SMECX (-3.22).
| 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 | 8.995 | 7.706 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.34 | - |
| Returns for 1 year | -0.85 | 10.45 | -8% |
| Returns for 3 years | 29.76 | 48.67 | 61% |
| Returns for 5 years | -3.22 | 59.14 | -5% |
| Returns for 10 years | -25.24 | 134.44 | -19% |
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