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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$7.57
Change+$0.05 (+0.66%)
VolumeN/A
Net Assets861.2M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SMECX vs VSMAX Comparison Chart
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SMECX vs. VSMAX commentary
Apr 18, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SMECX (861M). VSMAX pays higher dividends than SMECX: VSMAX (1.52) vs SMECX (0.00). SMECX was incepted earlier than VSMAX: SMECX (25 years) vs VSMAX (24 years). SMECX (2.01) is less costly to investors than VSMAX (0.05). 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 : -2.40 vs. SMECX (-9.51). VSMAX return over 5 years is better than : 66.89 vs. SMECX (8.36).
| SMECX | VSMAX | SMECX / VSMAX | |
| Total Expense Ratio | 2.01 | 0.05 | 4,020% |
| Annual Report Gross Expense Ratio | 2.01 | 0.05 | 4,020% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | -12.150 | -14.455 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 861M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.52 | - |
| Returns for 1 year | -9.51 | -2.40 | 396% |
| Returns for 3 years | -9.51 | 0.56 | -1,707% |
| Returns for 5 years | 8.36 | 66.89 | 12% |
| Returns for 10 years | -44.83 | 73.68 | -61% |
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