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SMECX vs VSCPX
SMECX vs VSCPX Comparison
Open Charts SMECX vs VSCPX
Invesco Small Cap Equity C
Price$8.96
Change+$0.07 (+0.79%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SMECX vs VSCPX Comparison Chart in %
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SMECX vs. VSCPX commentary
Jul 06, 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 SMECX is a Buy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SMECX (1.03B). VSCPX pays higher dividends than SMECX: VSCPX (1.42) vs SMECX (0.00). SMECX was incepted earlier than VSCPX: SMECX (25 years) vs VSCPX (15 years). SMECX (2.00) is less costly to investors than VSCPX (0.03). SMECX is a more actively managed with annual turnover of: 50.00 vs. VSCPX (13.00). SMECX has a lower initial minimum investment than VSCPX: SMECX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. SMECX (3.11). VSCPX return over 5 years is better than : 69.56 vs. SMECX (7.18).
| SMECX | VSCPX | SMECX / VSCPX | |
| Total Expense Ratio | 2.00 | 0.03 | 6,667% |
| Annual Report Gross Expense Ratio | 2.00 | 0.03 | 6,667% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 4.673 | 1.452 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 3.11 | 12.26 | 25% |
| Returns for 3 years | 24.79 | 37.96 | 65% |
| Returns for 5 years | 7.18 | 69.56 | 10% |
| Returns for 10 years | -33.63 | 109.40 | -31% |