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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$8.54
Change-$0.29 (-3.28%)
VolumeN/A
Net Assets977.29M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
SMECX vs VSMAX Comparison Chart
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SMECX vs. VSMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMECX (977M). 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 : 14.26 vs. SMECX (3.52). VSMAX return over 5 years is better than : 48.38 vs. SMECX (-4.23).
| 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 | 3.154 | 2.388 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 3.52 | 14.26 | 25% |
| Returns for 3 years | 5.12 | 22.07 | 23% |
| Returns for 5 years | -4.23 | 48.38 | -9% |
| Returns for 10 years | -33.66 | 111.34 | -30% |