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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$19.24
Change-$0.25 (-1.28%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index InstlPlus
Price$353.32
Change-$3.67 (-1.03%)
VolumeN/A
Net Assets161.26B
SMEIX vs VSCPX Comparison Chart in %
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SMEIX vs. VSCPX commentary
Sep 15, 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 SMEIX is a Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SMEIX (1.05B). VSCPX pays higher dividends than SMEIX: VSCPX (1.33) vs SMEIX (0.00). SMEIX was incepted earlier than VSCPX: SMEIX (20 years) vs VSCPX (15 years). SMEIX (0.88) is less costly to investors than VSCPX (0.03). SMEIX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMEIX has a lower initial minimum investment than VSCPX: SMEIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.25 vs. SMEIX (9.63). VSCPX return over 5 years is better than : 70.82 vs. SMEIX (38.24).
| SMEIX | VSCPX | SMEIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 20 years | 15 years | - |
| Gain YTD | 7.666 | 6.485 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | 9.63 | 13.25 | 73% |
| Returns for 3 years | 34.92 | 36.11 | 97% |
| Returns for 5 years | 38.24 | 70.82 | 54% |
| Returns for 10 years | 20.69 | 132.09 | 16% |