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SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$15.75
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index InstlPlus
Price$352.54
Change+$3.39 (+0.97%)
VolumeN/A
Net Assets161.26B
SMEAX vs VSCPX Comparison Chart in %
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SMEAX vs. VSCPX commentary
Sep 28, 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 SMEAX is a Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SMEAX (1.04B). VSCPX pays higher dividends than SMEAX: VSCPX (1.33) vs SMEAX (0.00). SMEAX was incepted earlier than VSCPX: SMEAX (25 years) vs VSCPX (15 years). SMEAX (1.25) is less costly to investors than VSCPX (0.03). SMEAX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMEAX has a lower initial minimum investment than VSCPX: SMEAX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.04 vs. SMEAX (2.09). VSCPX return over 5 years is better than : 71.78 vs. SMEAX (29.58).
| SMEAX | VSCPX | SMEAX / VSCPX | |
| Total Expense Ratio | 1.25 | 0.03 | 4,167% |
| Annual Report Gross Expense Ratio | 1.25 | 0.03 | 4,167% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 7.050 | 6.250 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | 2.09 | 8.04 | 26% |
| Returns for 3 years | 43.49 | 50.86 | 86% |
| Returns for 5 years | 29.58 | 71.78 | 41% |
| Returns for 10 years | 13.91 | 149.06 | 9% |
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