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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$20.52
Change+$0.31 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$356.33
Change+$5.41 (+1.54%)
VolumeN/A
CapitalizationN/A
SMEIX vs VSCPX Comparison Chart
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SMEIX vs. VSCPX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B 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 annual gain was more profitable for investors over the last year : 38.09 vs. VSCPX (34.54). VSCPX return over 5 years is better than : 63.61 vs. SMEIX (36.67).
| 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 | 27.771 | 21.110 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 151B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 38.09 | 34.54 | 110% |
| Returns for 3 years | -2.91 | 12.58 | -23% |
| Returns for 5 years | 36.67 | 63.61 | 58% |
| Returns for 10 years | 11.68 | 130.42 | 9% |
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