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SMEYX vs VSCPX
SMEYX vs VSCPX Comparison
Open Charts SMEYX vs VSCPX
Invesco Small Cap Equity Y
Price$15.16
Change+$0.29 (+1.95%)
VolumeN/A
Net Assets917.74M
Vanguard Small Cap Index InstlPlus
Price$312.71
Change+$4.94 (+1.61%)
VolumeN/A
Net Assets153.45B
SMEYX vs VSCPX Comparison Chart
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SMEYX vs. VSCPX commentary
Apr 04, 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 SMEYX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SMEYX (918M). VSCPX pays higher dividends than SMEYX: VSCPX (1.54) vs SMEYX (0.00). SMEYX was incepted earlier than VSCPX: SMEYX (17 years) vs VSCPX (14 years). SMEYX (1.01) is less costly to investors than VSCPX (0.03). SMEYX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (12.00). SMEYX has a lower initial minimum investment than VSCPX: SMEYX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 0.02 vs. SMEYX (-2.24). VSCPX return over 5 years is better than : 112.58 vs. SMEYX (73.45).
| SMEYX | VSCPX | SMEYX / VSCPX | |
| Total Expense Ratio | 1.01 | 0.03 | 3,367% |
| Annual Report Gross Expense Ratio | 1.01 | 0.03 | 3,367% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -6.183 | -7.313 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 918M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -2.24 | 0.02 | -11,964% |
| Returns for 3 years | 2.13 | 5.01 | 42% |
| Returns for 5 years | 73.45 | 112.58 | 65% |
| Returns for 10 years | -8.19 | 89.37 | -9% |
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