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SMEAX vs VSCPX
SMEAX vs VSCPX Comparison
Open Charts SMEAX vs VSCPX
Invesco Small Cap Equity A
Price$14.41
Change-$0.23 (-1.57%)
VolumeN/A
Net Assets966.77M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
SMEAX vs VSCPX Comparison Chart
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SMEAX vs. VSCPX commentary
Jun 16, 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 Buy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMEAX (967M). VSCPX pays higher dividends than SMEAX: VSCPX (1.50) 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 : 5.23 vs. SMEAX (4.12). VSCPX return over 5 years is better than : 63.41 vs. SMEAX (28.55).
| 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 | -1.369 | -4.355 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 967M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | 4.12 | 5.23 | 79% |
| Returns for 3 years | 28.09 | 31.39 | 89% |
| Returns for 5 years | 28.55 | 63.41 | 45% |
| Returns for 10 years | -11.05 | 93.45 | -12% |
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