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SMECX vs VSMAX
SMECX vs VSMAX Comparison
Open Charts SMECX vs VSMAX
Invesco Small Cap Equity C
Price$9.21
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets1.05B
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
SMECX vs VSMAX Comparison Chart in %
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SMECX vs. VSMAX commentary
Sep 09, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SMECX (1.05B). VSMAX pays higher dividends than SMECX: VSMAX (1.31) vs SMECX (0.00). SMECX was incepted earlier than VSMAX: SMECX (25 years) vs VSMAX (25 years). SMECX (2.00) is less costly to investors than VSMAX (0.05). SMECX is a more actively managed with annual turnover of: 50.00 vs. VSMAX (13.00). SMECX has a lower initial minimum investment than VSMAX: SMECX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. SMECX (2.23). VSMAX return over 5 years is better than : 66.80 vs. SMECX (1.55).
| SMECX | VSMAX | SMECX / VSMAX | |
| Total Expense Ratio | 2.00 | 0.05 | 4,000% |
| Annual Report Gross Expense Ratio | 2.00 | 0.05 | 4,000% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 7.126 | 6.527 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 2.23 | 13.64 | 16% |
| Returns for 3 years | 22.92 | 39.35 | 58% |
| Returns for 5 years | 1.55 | 66.80 | 2% |
| Returns for 10 years | -27.16 | 132.90 | -20% |
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