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SMEIX vs VSCPX
SMEIX vs VSCPX Comparison
Open Charts SMEIX vs VSCPX
Invesco Small Cap Equity R5
Price$18.59
Change-$0.13 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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SMEIX vs VSCPX Comparison Chart
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SMEIX vs. VSCPX commentary
Sep 21, 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: 149B vs. SMEIX (988M). VSCPX pays higher dividends than SMEIX: VSCPX (1.44) vs SMEIX (0.00). SMEIX was incepted earlier than VSCPX: SMEIX (19 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 (20.95) and VSCPX (20.76) have marching annual gain over last year. VSCPX return over 5 years is better than : 51.88 vs. SMEIX (22.62).
| SMEIX | VSCPX | SMEIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 14 years | - |
| Gain YTD | 13.574 | 9.741 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 20.95 | 20.76 | 101% |
| Returns for 3 years | -9.14 | 5.72 | -160% |
| Returns for 5 years | 22.62 | 51.88 | 44% |
| Returns for 10 years | 3.25 | 114.22 | 3% |
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