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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$18.85
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.01B
Vanguard Small Cap Index InstlPlus
Price$339.70
Change+$0.65 (+0.19%)
VolumeN/A
Net Assets161.58B
SMEFX vs VSCPX Comparison Chart in %
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SMEFX vs. VSCPX commentary
Nov 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 SMEFX is a Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SMEFX (1.01B). VSCPX pays higher dividends than SMEFX: VSCPX (1.36) vs SMEFX (0.00). SMEFX was incepted earlier than VSCPX: SMEFX (13 years) vs VSCPX (15 years). SMEFX (0.81) is less costly to investors than VSCPX (0.03). SMEFX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMEFX has a lower initial minimum investment than VSCPX: SMEFX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -0.53 vs. SMEFX (-5.23). VSCPX return over 5 years is better than : 39.23 vs. SMEFX (11.81).
| SMEFX | VSCPX | SMEFX / VSCPX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 3.914 | 2.256 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -5.23 | -0.53 | 995% |
| Returns for 3 years | 26.34 | 29.87 | 88% |
| Returns for 5 years | 11.81 | 39.23 | 30% |
| Returns for 10 years | 17.07 | 122.39 | 14% |