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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$19.66
Change+$0.15 (+0.77%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index InstlPlus
Price$357.14
Change+$0.61 (+0.17%)
VolumeN/A
Net Assets162.36B
SMEIX vs VSCPX Comparison Chart in %
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SMEIX vs. VSCPX commentary
Oct 07, 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: 162B vs. SMEIX (1.06B). VSCPX pays higher dividends than SMEIX: VSCPX (1.36) 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 : 9.34 vs. SMEIX (4.95). VSCPX return over 5 years is better than : 60.82 vs. SMEIX (29.77).
| 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 | 9.177 | 7.528 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 4.95 | 9.34 | 53% |
| Returns for 3 years | 45.27 | 48.44 | 93% |
| Returns for 5 years | 29.77 | 60.82 | 49% |
| Returns for 10 years | 23.62 | 134.14 | 18% |
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