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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$19.26
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index InstlPlus
Price$347.58
Change-$1.72 (-0.49%)
VolumeN/A
Net Assets155.27B
SMEIX vs VSCPX Comparison Chart
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SMEIX vs. VSCPX commentary
Jan 23, 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 StrongBuy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. SMEIX (1.06B). VSCPX pays higher dividends than SMEIX: VSCPX (1.44) vs SMEIX (0.00). SMEIX was incepted earlier than VSCPX: SMEIX (20 years) vs VSCPX (14 years). SMEIX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMEIX has a lower initial minimum investment than VSCPX: SMEIX (1000000) vs VSCPX (100000000). SMEIX (20.98) and VSCPX (20.15) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.38 vs. SMEIX (35.19).
| SMEIX | VSCPX | SMEIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 7.778 | 4.576 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.98 | 20.15 | 104% |
| Returns for 3 years | 22.99 | 24.55 | 94% |
| Returns for 5 years | 35.19 | 53.38 | 66% |
| Returns for 10 years | 20.66 | 125.71 | 16% |
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