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SMEFX vs VSCPX
SMEFX vs VSCPX Comparison
Open Charts SMEFX vs VSCPX
Invesco Small Cap Equity R6
Price$15.72
Change-$0.60 (-3.68%)
VolumeN/A
Net Assets878.36M
Vanguard Small Cap Index InstlPlus
Price$280.59
Change-$12.51 (-4.27%)
VolumeN/A
Net Assets143.36B
SMEFX vs VSCPX Comparison Chart
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SMEFX vs. VSCPX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SMEFX (878M). VSCPX pays higher dividends than SMEFX: VSCPX (1.54) vs SMEFX (0.00). SMEFX was incepted earlier than VSCPX: SMEFX (13 years) vs VSCPX (14 years). SMEFX (0.82) is less costly to investors than VSCPX (0.03). 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 : -3.52 vs. SMEFX (-4.39). VSCPX return over 5 years is better than : 71.22 vs. SMEFX (46.51).
| SMEFX | VSCPX | SMEFX / VSCPX | |
| Total Expense Ratio | 0.82 | 0.03 | 2,733% |
| Annual Report Gross Expense Ratio | 0.82 | 0.03 | 2,733% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -10.033 | -11.730 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -4.39 | -3.52 | 125% |
| Returns for 3 years | 4.88 | 4.33 | 113% |
| Returns for 5 years | 46.51 | 71.22 | 65% |
| Returns for 10 years | -4.99 | 79.22 | -6% |
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