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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$18.17
Change-$0.77 (-4.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
SMEFX vs VSCPX Comparison Chart
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SMEFX vs. VSCPX commentary
Dec 19, 2024
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: 167B vs. SMEFX (1.05B). 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 annual gain was more profitable for investors over the last year : 19.60 vs. SMEFX (18.60). VSCPX return over 5 years is better than : 54.01 vs. SMEFX (32.10).
| 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 | 16.268 | 18.058 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 18.60 | 19.60 | 95% |
| Returns for 3 years | 9.35 | 15.81 | 59% |
| Returns for 5 years | 32.10 | 54.01 | 59% |
| Returns for 10 years | 17.56 | 125.14 | 14% |
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