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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$19.92
Change+$0.30 (+1.53%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index InstlPlus
Price$354.99
Change+$4.83 (+1.38%)
VolumeN/A
Net Assets162.36B
SMEFX vs VSCPX Comparison Chart in %
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SMEFX vs. VSCPX commentary
Oct 21, 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 StrongBuy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SMEFX (1.05B). 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 : 4.78 vs. SMEFX (1.82). VSCPX return over 5 years is better than : 57.97 vs. SMEFX (26.55).
| 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 | 8.159 | 5.606 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 1.82 | 4.78 | 38% |
| Returns for 3 years | 40.65 | 43.83 | 93% |
| Returns for 5 years | 26.55 | 57.97 | 46% |
| Returns for 10 years | 23.69 | 130.79 | 18% |
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