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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$17.87
Change-$0.59 (-3.20%)
VolumeN/A
Net Assets977.29M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
SMEIX vs VSCPX Comparison Chart
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SMEIX vs. VSCPX commentary
Feb 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SMEIX (977M). 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). VSCPX annual gain was more profitable for investors over the last year : 11.26 vs. SMEIX (7.72). VSCPX return over 5 years is better than : 44.50 vs. SMEIX (23.79).
| 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 | 0.000 | -0.301 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 7.72 | 11.26 | 69% |
| Returns for 3 years | 14.77 | 18.87 | 78% |
| Returns for 5 years | 23.79 | 44.50 | 53% |
| Returns for 10 years | 6.88 | 105.88 | 6% |
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