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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$19.17
Change+$0.30 (+1.59%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index InstlPlus
Price$348.55
Change+$4.08 (+1.18%)
VolumeN/A
Net Assets155.27B
SMEFX vs VSCPX Comparison Chart
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SMEFX vs. VSCPX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SMEFX (1.02B). VSCPX pays higher dividends than SMEFX: VSCPX (1.44) vs SMEFX (0.00). SMEFX was incepted earlier than VSCPX: SMEFX (12 years) vs VSCPX (14 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMEFX has a lower initial minimum investment than VSCPX: SMEFX (1000000) vs VSCPX (100000000). VSCPX (20.35) and SMEFX (20.04) have marching annual gain over last year. VSCPX return over 5 years is better than : 56.01 vs. SMEFX (36.65).
| SMEFX | VSCPX | SMEFX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.678 | 3.641 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.04 | 20.35 | 98% |
| Returns for 3 years | 18.77 | 20.92 | 90% |
| Returns for 5 years | 36.65 | 56.01 | 65% |
| Returns for 10 years | 21.08 | 125.00 | 17% |
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