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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$18.26
Change+$0.25 (+1.39%)
VolumeN/A
Net Assets970.73M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
SMEFX vs VSCPX Comparison Chart
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SMEFX vs. VSCPX commentary
Jun 07, 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 Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMEFX (971M). VSCPX pays higher dividends than SMEFX: VSCPX (1.50) vs SMEFX (0.00). SMEFX was incepted earlier than VSCPX: SMEFX (13 years) vs VSCPX (14 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). SMEFX annual gain was more profitable for investors over the last year : 5.51 vs. VSCPX (5.16). VSCPX return over 5 years is better than : 52.42 vs. SMEFX (28.02).
| 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 | 14 years | - |
| Gain YTD | -0.717 | -4.054 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 971M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 5.51 | 5.16 | 107% |
| Returns for 3 years | 19.11 | 16.73 | 114% |
| Returns for 5 years | 28.02 | 52.42 | 53% |
| Returns for 10 years | 5.03 | 96.69 | 5% |
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